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Three streamlined diesel locomotives of the Chicago Rock Island & Pacifc Railroad, better known as the Rock Island Line.

From left to right:


EMD E7 641, in red and yellow livery

EMD E8 643, in a dark red-brown maroon yellow, ex-EMD demo 952

EMD E8 661, formerly Union Pacifc 941, in its old Armour Yellow paint

It's a grey snowy overcast day, and a building in the background bears a sign for the old Meadow Gold brand of the Beatrice Foods Company.

Three streamlined diesel locomotives of the Chicago Rock Island & Pacifc Railroad, better known as the Rock Island Line. From left to right: EMD E7 641, in red and yellow livery EMD E8 643, in a dark red-brown maroon yellow, ex-EMD demo 952 EMD E8 661, formerly Union Pacifc 941, in its old Armour Yellow paint It's a grey snowy overcast day, and a building in the background bears a sign for the old Meadow Gold brand of the Beatrice Foods Company.

CRI&P 643 and 661
16th and Clark
Chicago, IL
December 22, 1969
Roger Puta

#history #photography #trains #chicago #illinois #rockisland #red #yellow #winter #snow #emd #diesel #locomotive #streamlined #lgbt #60s #1960s #yard #train #downtown

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A stainless steel passenger car on a passenger train stopped at a station, with windows along the top for a better view of the scenery for passengers.

A stainless steel passenger car on a passenger train stopped at a station, with windows along the top for a better view of the scenery for passengers.

Seaboard Coast Line Sun Lounge car on The Silver Meteor
Alexandria VA
4-29-1969
Roger Puta
#trains #history #photography #lgbt #60s #1960s #lounge #streamlined #stainless #steel #silver #meteor #alexandria #virginia #sun #seaboard #coast

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A black diesel locomotive, with 'Northern Pacifc" on the side, moves some streamlined pasenger cars painted two tone green through a railway station. More coaches are to the right, another diesel locomotive is in the shadows to the left. A sign shaped like a bottle cap advertising Pepsi Cola sits on the roof of a building in the background.

A black diesel locomotive, with 'Northern Pacifc" on the side, moves some streamlined pasenger cars painted two tone green through a railway station. More coaches are to the right, another diesel locomotive is in the shadows to the left. A sign shaped like a bottle cap advertising Pepsi Cola sits on the roof of a building in the background.

Northern Pacific NW2 #104 switches the North Coast Limited in St. Paul; September, 1962. Note the Pepsi sign. Rick Burn. #trains #history #photography #60s #1960s #stpaul #twincities #minnesota #emd #diesel #locomotive #black #yellow #green #streamlined #soda #sign #station

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First round of interviews DONE and ngl i kinda ate that like i gave an oscar worthy performance #employable #beautiful #readytowork #streamlined #focused

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Awakari App

How Much is AI Harming Our Ability to Connect? It’s no secret I’m a full-on AI skeptic. And while I still use it, I’m very, very worried about the long-term effects of overuse. I saw a number...

#Streamlined #Solopreneur #Podcast

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Aircraft: De Havilland DH-89A Dragon Rapide
2025-11-27 12:09:37 CET
DH89 Streamlined Biplane ArtDeco
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#Tech turns messy #management into #streamlined, data-led #ops. With real-time #analytics, 3automation, user-centric #tools, and a learning #culture, leaders stay #agile amid change and #uncertainty.
projektid.co/intel-plus1/brexit-the-fault-of-management

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An E7 streamliner pulls a midnight train beneath a starry sky.

An E7 streamliner pulls a midnight train beneath a starry sky.

Another finished piece I’ve done.

#art #artist #train #trains #streamlined #railroadartist #painting #acrylic #acrylicart #traditionalart #red #railroadart #railroad #nightsky #locomotive

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Is Gemini the Best AI Chat Thing? [Audio Note] | Streamlined Solopreneur: Helping simplify your tech stack and escape hustle | Episode I’ve been testing Gemini, ChatGPT, and Claude to see which one actually helps me. Claude felt forgetful, so I dropped it. ChatGPT is still great at structured stuff, like rewriting transcripts. But for things I didn’t know how to start—like turning an outline into a flowchart or converting a...

Is Gemini the Best AI Chat Thing? [Audio Note] I’ve been testing Gemini, ChatGPT, and Claude to see which one actually helps me. Claude felt forgetful, so I dropped it. ChatGPT is still great at ...

#Streamlined #Solopreneur

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A red diesel locomomotive of the St Louis San Franciso Railroad (Frisco)

A red diesel locomomotive of the St Louis San Franciso Railroad (Frisco)

Frisco E7A #2005, named "Winchester," at Springfield, MO after being rebuilt to resemble an E8A sporting a full-length grille and four portholes on October 28, 1961. Richard Wallin photo. #trains #history #photography #60s #springfield #missouri #frisco #EMD #diesel #streamlined #red

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Stop Personifying AI [Audio Note] | Streamlined Solopreneur: Helping simplify your tech stack and escape hustle | Episode I'm calling out something that's been bothering me since ChatGPT-5 launched - people are getting upset about AI "changing its voice" and referring to these tools as teammates. This kind of personification is dangerous because it gives AI agency it doesn't actually have. Just like you wouldn't...

Stop Personifying AI [Audio Note] I’m calling out something that’s been bothering me since ChatGPT-5 launched – people are getting upset about AI “changing its voice” and referring to the...

#Streamlined #Solopreneur

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Ready for the ultimate tech setup tour? After getting tons of questions about my gear and tools, I’m pulling back the curtain on EVERYTHING I use to run my business – from my $3000+ recording setup to the analog tools that keep me organized. In this comprehensive walkthrough, I cover my entire recording studio (Sure SM7B, RoadCaster Pro 2, Sony A6400), the software that powers my business (Kit, Notion, Todoist), my Spartan travel setup, and even my favorite pens and notebooks. Plus, I’ll share why I’m considering going “AI vegan” and which tools are worth the investment vs. the ones you can skip. Whether you’re building your own podcast setup, looking to streamline your solopreneur business, or just love geeking out over productivity tools, this episode has something for you. _Are you overwhelmed by the number of tools you have? Not sure what you can eliminate vs. which you need? Get the, take the_ _Business Overwhelm Diagnostic_ _ _ **Top Takeaways** 1. **Separate “business critical” software from nice-to-have apps** – My core apps don’t change super often. But there are a bunch I like to try and tinker with to see if they’ll work better. 2. **Automation tools should enhance, not complicate your workflow** – My change back to Zapier due to user-friendly troubleshooting and testing capabilities matter more than saving money when things break. 3. **Analog tools still have their place in digital workflows** – Physical notebooks, quality pens, and handwritten planning complement digital systems by providing different cognitive benefits and serving as reliable backups when technology fails. **Want the full list with links?** Everything mentioned is at https://casabona.org/uses **What’s your essential business tool?** Let me know at https://streamlinedfeedback.com * (00:00) – Introduction * (00:39) – Recording Setup: Microphone, Windscreen, and Boom Arm * (03:38) – Software for Recording * (09:24) – Simplified Travel Recording Setup * (12:29) – General Hardware * (15:30) – Business Software * (19:16) – Essential Apps for Mac and iPhone * (24:14) – AI Tools: ChatGPT, Claude, and Granola * (25:00) – Analog Tools * (26:17) – Final Thoughts ** ★ Support this podcast ★ ** If you’re overwhelmed by chaotic business that’s stealing time from your family, Streamlined Solopreneur is for you. Hey, everybody. My name is Joe Casabona and I’ve been there. And on this show, I will show you how to turn chaos into clarity. So you can stop checking your email at the playground. I get a lot of questions about what tools, apps, hardware systems I use in my business. And while this is something I think about regularly, I don’t often talk about it. And I do have a slash uses page on my website over at casaboni.org/uses. So, I thought today it would be fun to walk through everything I’m using to run my business. So I’m gonna go through recording setup, hardware, software I use for business, just apps in general. I’ll cover AI tools and I’ll round it out with analog tools. So, let’s start with the recording setup. I also have a blog post where I walk through this and you can see everything on my desk over at casabona.org/desk. But, you can basically get the gist of everything that I use here on my desk. So, I use the Shure SM7B microphone and I have for a really long time. This microphone is something I picked up pre Pandemic. It’s something I’ve wanted for a long time. Uh, and I’ve been really happy with it. I also have a windscreen. So this is a yellow windscreen to match the brand. And I have a boom arm. It is the Elgato wave arm, low profile. Uh, and I wanted the low profile one because the high profile, like sticks, like straight up and then down, kind of like a jagged end maybe. And that just didn’t look good in the wide shot or in the front facing shot. So, I swapped it out for the low profile. I still have the high-profile one. I just don’t know what I’m gonna do with it. My preamp and interface are the Rodecaster Pro 2. And the thing I really like about the Rodecaster Pro 2. So, I mean, so it does have microphone presets and the Shure SM7B is one of them. But it also has a Vesa mount on the back. So the Rodecaster Pro does not sit on my desk. That is also on an arm. If you see a picture of my desk, it kind of looks like Dr. Octopus. It’s just like a bunch of arms coming off of it. The other thing I really like about the Rodecaster Pro in general is I have multiple headphones plugged into it. So I’ve got my monitors that I wear during podcast recordings and then I also have my over the ear DT770 Pro Studio monitor headphones and I have my AirPods Max plugged into this. You might get the drift that I’m an audiophile. And the in ear monitors, they don’t. They’re not really great for listening to music. They are just good for not being over my head while I’m recording, especially when I’m wearing a hat for a video. The DT770 Pro sound really good, especially when I’m editing. And the AirPods Max plugged into my computer give me the highest possible sound quality while also giving me noise cancellation. And so when my kids are home, I find it very distracting because they play upstairs, I am in the basement. And so when it gets really loud I find it really distracting. And so I like to use those to listen to really good music while still getting noise canceling headphones or the noise cancellation in my headphones. So that’s the hardware side of things. On the software side for my recording setup, I use Riverside for recording interviews, but I’m not releasing the video for interviews anymore. I just, I’m not sure that it’s like a really compelling video unless I go through great, like go to great lengths to make it compelling and have it edit multiple shots. And I know like Riverside says that it can do that, but I’m optimizing for audio here. I still do release the solo episodes because that’s largely just me talking. Sometimes I’ll share additional camera angles or if I’m walking through something, I’ll share my screen. And so there’s a little bit more of a benefit for the solo episodes to have video. But Riverside is where I’ll record my interviews. ECAMM Live is where I will record these solo episodes and any like long term, like long form instructional videos, I’ll record them in ECAMM Live because I can easily switch scenes, I can add lower thirds, I can share my screen and change camera angles all from my Stream deck. Now, I will say as I’m recording this that The Stream Deck 6.9 software has dramatically broken and it’s extremely slow and I have no idea why. And support seems to think that it’s not like a priority. I guess it’s not affecting enough people, which is very frustrating. But the stream decks are a big part of what I do and so I’ve been managing and trying to fix it. But ECAMM Live is still like a really important aspect of my recording setup. If I’m not doing like a long form needs editing type of video, I use Tella. So I’ll use Tella for asynchronous coaching, sending video proposals or client communications. I’m toying with the idea of recording my next course, In Tella, because they just rolled out transcript editing and so really exciting update. They did add like an automatically remove mistakes thing. I don’t find that to be super good right now. But everything else in Tella is great and so I’m definitely gonna give that a whirl. When I do edit, I don’t edit my audio really with these solo episodes, there’s like a few filters I put it through and then I do like cut out mistakes. But as far as like leveling and stuff, like Logic Pro handles all that for me pretty easily. When I edit video, which I still do my own video editing at the moment, I’ll use Gling.AI. Steven Robles talked about it when he was on the show. It’s a really great app for editing video. I don’t think it’s very good for editing podcasts because maybe this is a bug that they’ve since fixed. But the last time I tried to edit a video, if I cut out a bunch of text, it keeps the pauses, which is, it’s a very strange thing. And so like I’ll usually go to Logic Pro. I still like the, I still like editing by transcript and so I’ll still use Gling for that. But I don’t, you know, I don’t pay for Descript. I don’t find that I need to really pay for Descript if I have Gling and Logic Pro and Riverside. So that’s something I’m I’m kind of dealing with. But again, I’m trying not to edit as much stuff. The cameras I use are the Sony A6400. I’ve had this since February 2020 with the Sigma 16 millimeter lens with an f stop of 1.4. That’s how I get the bokeh effect. This is not, that’s not like an AI thing or like a fixed in post thing. That is the natural blur and if I step away, everything comes into focus. So that’s thanks to the Sigma 16 millimeter lens. I’ve also recently picked up the Obsbot Tail 2 as a secondary camera. What I really like about this is it’s got pan, tilt, and zoom features so I can zoom in and zoom out and I can change the camera angles so that if I wanna swing the camera around and get a different set. I can do that. I don’t have buttons on my stream deck set up for that, but I can essentially use this really versatile camera to create different “sets in my office”. So if you’ve seen like my short form videos where I’m standing closer to my whiteboard with my DJI mic, that is thanks to the Obsbot Tail 2. Sometimes I will have that as just like a sky cam like while I’m working. If I do like a silent live stream, like a watch me work live stream. Sometimes I’ll have that. Usually it’s my Sony A6400 as the A camera though. The Elgato prompter I will use as an actual teleprompter I’ll also use as a monitor. So like right now and I can see what camera like what the recording looks like. So I’ll use it for that. I’ll also put Zoom or Riverside or Google Meet there so I can actually make eye contact with the people I’m talking to without having to like look at a blank camera. Like I can see them and still make eye contact with the camera. So that’s why that’s what I use the Elgato prompter for. Finally, my travel setup has been greatly simplified. I uploaded, I uploaded. I updated this blog post as well and it’s gotten a lot simpler. The camera is my iPhone. There’s no, in my opinion there is. I mean there’s no better portable camera for most people, right? Like DJI makes some cool 4K super small cameras and things like that. But if you have an iPhone or like any modern phone really like it’s gonna have 4K 60 frame per second recording. The iPhone has continuity camera so you can use it as a webcam on your Mac which is fantastic. So just like super easy to use. The portable microphone I use is the DJI Mic. I also have the DJI Mic mini so if I need like two people I’ll have that. Usually it’s the DJI mic though it’s really small, it’s affordable. It plugs in via USB to my phone, my iPad and my laptop. So I can use it wherever. And it’s just if I have a bag with me, it’s always in my bag. Tripod. I usually use the switch pot or the manfrotto. There’s like a, it looks like the name of this tripod looks like Roman numerals. It very well may be. I don’t think T is a Roman numeral though, so maybe not. It’s a short. It’s a very small like tabletop tripod and it’s really good. I always use the ball head and camera clip from Switchpod. I think those are really well made. I used to use the Glyph but it got. That’s like by studio Neat. That feels really cheap now. Like it. Maybe I got like a defective one, but it’s just not. I don’t feel confident putting my phone in it. So it’s usually the ball head and camera clip from Switchpod, my portable podcast recording setup. I have two handheld mics, the Road Reporter and the ATR 2100. I also have a shotgun mic which like the boom mic, the overhead mic. That’s the Audio Technica at 8035. The recorder I use is the Zoom Pod Track P4. And then since I have an overhead mic for that, I usually have the, I have Manfrotto Compact Light Aluminum 4 Section Tripod Kit. That’s not for sale anymore. But the gist is it’s really tall and it’s got a retractable arm and the neck can turn 90 degrees, so you can use it as like an overhead thing. But it’s also like angular so it’s a very flexible tripod perfect for placing the shotgun mic. All of that gear will go into my nomadic travel pack when I’m traveling. And then the headphones I use for that are the audio technica ath m 50s. Usually those are just great travel headphones. Otherwise I’ll use the DT770 Pros for studio monitor so I can actively listen to everything that’s happening. And I know I’m getting a good recording. So, that’s my recording setup. Moving on to just general hardware. My primary computer is a Mac Studio plus studio display. It’s the M1 Mac Studio like the first one that came out. I’m gonna be honest with you, it’s been like a little weird lately. I’m thinking about reformatting it. My travel machine is the 15 inch 2024 M3 MacBook Air. It’s super fast. Honestly, if I didn’t do like all sorts of editing, it’s probably the only thing I would need. But I have, like something I don’t include on this uses page, but it is on my slash desk page, is I’ve got two Thunderbolt hubs plugged into the Mac Studio. And so I have so many things plugged into this computer. Maybe that’s what’s causing it. Maybe One day I should just unplug everything and see how it works. But I have a lot of stuff plugged into this and so like I couldn’t just use the MacBook Air because of a lack of port and power issue that I don’t think the MacBook Pro would have. So, But I do love the MacBook Air. It’s really light. I have the 11 inch iPad Pro with Magic keyboard and Apple Pencil. I actually just got the Logitech keys to go to keyboard and that’s been nice. I’ve been testing that out. That’s really light. And I’ve been trying to write more from my iPad. So, I’ve been enjoying that. My phone is the iPhone 16 Pro. I have three stream decks. I have a page on my website where I break down how I’ve configured my stream decks. Usually I find like right after I update that post it gets out of date. But the Stream Deck xl, the Stream Deck plus which has the knobs and the Stream Deck Neo are all on my desk and they all have uses and they all have at least one page filled. So, it’s not like I’m superfluously collecting stream decks. I actually have a use for all of them which is wild. For backups I use Backblaze. I have an external hard drive for time machine backups. And then I also just picked up a U green NAS network area storage on prime day and that’s a four bay NAS that I’m also going to use as a media server, eventually. I use the brick to lock myself out of my phone. It’s a great little magnet thing. I’m sure you’ve heard me talk about it, but I strongly recommend it. I have a terminal which is an E Ink display which is right now just for fun. I, you know, I just like have it cycle through analytics stuff and my calendar and stuff like that. I have like, I have thoughts for it, but that’s for another episode. And then I have three wearables that I mentioned here. The Apple Watch Ultra first generation, the third generation Oura Ring and a continuous glucose monitor by Stello. I’m including that because I’m like, so I have type 2 diabetes. I think I’ve mentioned that before. But so that I’m considering that a wearable. It’s information about my body that I’m getting on my phone. Okay. So, that’s the hardware software for my business. I have separated this out from apps because apps like Summer for funds and some are very useful and for productivity. But I did separate that from the software that I think is very crucial to my business. So, the first is kit.com, formally convertkit for my newsletter and email list. That’s really important to me. I host my podcasts on RSS.com and Transistor. I full disclosure, I’m an evangelist for RSS.com and I do think RSS.com is better for most people. Todoist for Task management this is like a long ongoing saga. I always find myself coming back to Todoist and it’s going to stay that way unless like Things or Omnifocus get a full web integration like Todoist has. Like I need Zapier integration for my task manager. Notion for project management. Drafts is what I’m currently using to write. Ulysses has had some issues lately. I do love Ulysses though. It’s just like it’s been weird and I’ve been seeing if I could write in something else that works well with Obsidian since I capture a lot of ideas in Obsidian, it’s nice if I don’t have to move around as much, but I will likely go back to Ulysses. There’s just like a weird syncing issue with my account that I’ve decided like I haven’t sat down to figure out. Because when I’m ready to write I just want to sit down and write. I don’t want to have to figure out why things aren’t syncing. And so Drafts has been good for that mostly. Tella.TV I mentioned. Toggle with Time for time tracking is really important to me. Like actually half of my stream Deck XL is time tracking buttons. And then Google Drive for all of my files. If you listened to the show a couple weeks ago, you’ll know that I switched from Dropbox to Google Drive and I’ve been pretty happy with the switch. I haven’t noticed a lot. Like there’s been growing pains because my now five year old podcast process that is all triggered off of Dropbox has to be triggered off of Google Drive and they work a little bit differently but, it’s been largely fine. You know, I haven’t had any issues with it. So, that’s been really good. Canva for slides and graphics and such. And then Zapier and make for connecting everything. I fear my experiment and it’s, it’s not really an experiment right. It’s been a multi year thing now but, I find myself defaulting to Zapier again since I’m paying for both again. It’s just a lot more user friendly than make.com. The troubleshooting and testing on make.com has been very frustrating. Like you can’t test something with fake data for certain actions on Make. If there is an issue like a great thing that Zapier does, I should do a full episode on this. But a great thing that Zapier does is when something breaks, like when a zap breaks or something goes wrong errors out, it will allow you to walk through and edit with the test data that errored so you can figure out where it went wrong and adjust. Which is great. It’s very smart and I don’t know why Make doesn’t allow that. So that’s all of my software for business. Let’s do a quick lightning round now of apps. So I’m just gonna run through these really quick. There are links to everything at casabona.org/uses. So, like the show notes is not going to be super rich. But they’re all on the casabona.org/uses page. Mime stream for email on my Mac. It works with Google and or Gmail and it’s just fantastic. The mail app on my iPhone because whatever as soon as Mime stream comes to iPhone I’ll use that Raycast for my launcher on the Mac. So Raycast for launching apps but also doing a bunch of other stuff including for the first time in eight years I’m not using TextExpander for snippets. Raycast has taken that over. So like Raycast manages snippets, keyboard history, doing quick searches and just a bunch of other integrations. It really is like a super productivity tool. I should really do a deeper dive into it. I’m a huge fan of it. Obsidian for note taking. All of my notes eventually make it into Obsidian. Apple Notes is what I’ll usually use on my phone because that is quick capture and like that I optimize for speed on my phone. It’ll probably make its way into Obsidian at some point. Tot is another app that’s like in the mix there. Tots are really lightweight app that I use in specific circumstances but again I have shortcuts running to move Tot over to Obsidian. Feedbin is what I’m using for my RSS feeds and newsletters. I sent out a newsletter recently saying that I was moving away from Read Wise. I love Readwise, it’s been great but I don’t use Read Wise. I highlight things and I never look at them again and so Feedbin just makes more sense for me based on my new idea capture and learning capture system that I’ll dive into in at a later date. But Feedbin is what I’m using for RSS feeds and newsletters now. Whisper memos for voice notes. I’m back on that after a short sojourn to Super Whisper. Nothing beats whisper memos. It’s just. It’s too good. It’s got zapier integration. It just emails my transcripts to me. It’s too good. All right. And then miscellaneous mac OS apps and utilities. Pop Clip, which is like a text manipulation thing makes it really easy to do a lot of little utility stuff that’s otherwise annoying. Clean Shot X for screenshots. Yoink for, it’s like a little sidebar doc. They call it a shelf where I can drag files into it. If you’ve watched any of my videos, you’ve probably seen this. I’ll drag a file into it and then I can easily drag it somewhere else so I’m not have to like copying and pasting or dragging and dropping or managing windows. I just, Yoink is a great place to just store stuff. Bartender for managing my menu bar. Casual for file management automations. Keyboard Maestro for extra keyboard shortcuts and set up because most of the apps I use are free through setup. And then miscellaneous iOS and iPad apps Actions for Obsidian, which gives me shortcuts support in Obsidian as well as like URL support in Obsidian. Amp Plosion, which defaults to showing me the actual website and not the amplified version of it. I don’t really know if we need this anymore. I’ve had this since like pretty AI, but I still have it. Or Croissant is an app that allows me to post to blue sky without ever seeing any blue sky stuff. I don’t have social media apps on my phone, but I can still post with Croissant. DO is a persistent reminders app. So this is like take your medicine, take out the trash, give the dog or the kids their medicine. Things that like go pick up the kids, show and tell. Those are things that go and do like things I can’t forget or just ignore. Fitbod for working out. Flighty for managing my flights. Free Year Music for syncing my playlists from Apple Music to Spotify and vice versa. Happy Scale Net News Wire, which is a feed reader. New York Times Games Parcel for tracking deliveries. pcalc which is a great calculator app. Screen Time plus for blocking apps based on Focus mode Sports Alert because neither the Apple Sports app nor The MLB app have widgets. Teachy tabs which is like a neat like little bookmark app. Widget Smith for displaying certain widgets. Widgy again for customizing widgets and blank space for customizing widgets. I’m big on minimizing and minimalizing my phone and blank space really helps with that. So does Wiji and Widgetsmith. Okay. AI tools. I’m really considering going AI vegan after my interview with Joe McKay, but as of right now I’m using Chat GPT for general knowledge research and Vibe coding Claude for creative work. I am getting increasingly frustrated with both ChatGPT and Claude and Gemini and Google LM I’m evaluating. Gemini has impressed me lately and if I’m gonna have to pick one, which I probably am soon, I’m just going to do Gemini. The AI tool I really love right now is Granola for a meeting summary. It runs on your computer. It doesn’t add itself to Zoom calls. It records anytime you’re recording if you want it to. I always disclose I’m using it, but it’s a nice lightweight note taking app. So those are my AI tools. And then finally rounding out with analog tools. My planner and journal is my William Hanna A five Classic notebook. It’s a ring notebook. I can easily replace the pages. It’s lovely. I always have a field notes notebook with me. There’s always a notebook on my desk. Right now it is the Sidekick notepad which has like a to do column and then a just freeform writing column. My current favorite pen is my Sailor Pro gear. My current favorite pocket that is non fountain pen is the Mark one. I have four of those in different colors. My current favorite pencil is the Blackwing 602. There are two flavors of it. I like the Hardest Job in the World which has quotes from like Good Presidents and the Jackie Robinson 42 collection which is like the It’s a white body with Dodger blue accents and it’s got the number 42 on it. And my backpack is the Mezzo Laptop Backpack by Waterfield. Sadly discontinued. My messenger bag is the Vitis Musette plus it’s a lovely blue messenger bag. So that’s it. That’s everything I use. That’s a lot of stuff. Let me know what you use. I’d love to hear like is there a tool that you heard that you’re really interested in? Let me know based on this. I’ll probably do a feedback episode if you have any questions about anything. I mentioned you can find everything over at casabona.org/uses. Thanks so much for listening, and until next time. I hope you find some space in your week.

My Complete Business Setup: All the Gear, Apps, and Tools I Use Ready for the ultimate tech setup tour? After getting tons of questions about my gear and tools, I’m pulling back the curtain on EV...

#Streamlined #Solopreneur

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Test Run of Streamlined New York Central Train leaving Chicago, 1938 by Linda Howes - Henry Dreyfuss Test Run of Streamlined New York Central Train leaving Chicago, 1938 by Linda Howes - Henry Dreyfuss

Check out my train collection linda-howes.pixels.com/featured/tes...

#Train #vintageTrain #NewYorkCntral #Streamlined #testRun #VintagePhotograph #Chicago #wallart #forsale

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I used to lie awake at night thinking about tomorrow’s tasks and couldn’t be present with my family because my mind was stuck on work problems. Sound familiar? The game-changer wasn’t better time management—it was creating clear boundaries between work mode and family mode. After years of working until the last possible second and then feeling mentally scattered during family time, I finally did something about it. Now I have a system that lets me be fully present with my kids while knowing nothing important will slip through the cracks. I’ll walk you through my complete startup and shutdown routine system, from monthly planning all the way down to my daily brain dump. If you’re tired of checking email at the playground or thinking about work during bedtime stories, this episode will show you exactly how to create the mental boundaries that actually work. _Do you struggle to stop thinking about work when you’re with your family?__Take the Business Overwhelm Diagnostic_ _and get the plan you need to fix it._ **Top Takeaways** * **Create intentional day planning** – Use a startup routine to decide what you’ll accomplish before opening email or social media, preventing reactive scrambling through your inbox * **Build context-switching boundaries** – Startup and shutdown routines act as mental flags that signal when work begins and ends, especially crucial for home-based solopreneurs without commutes * **Implement a brain dump system** – The most important habit is unloading everything from your mind at day’s end so you can be fully present with family without worrying about forgotten tasks **Show Notes** * Free Startup and Shutdown Routine Templates * Watch on YouTube * Obsidian * Todoist * Whisper Memos * Zapier * ChatGPT * Todoist integration for Obsidian * Google Calendar integration for Obsidian * Toggl plugin for Obsidian * Amanda Goetz * Chris Lema Have questions, comments, concerns? Send your feedback to https://streamlinedfeedback.com ** ★ Support this podcast ★ ** If you’re overwhelmed by chaotic business that’s stealing time from your family, Streamlined Solopreneur is for you. Hey, everybody. My name’s Joe Casabona, and I’ve been there. And on this show, I will show you how to turn chaos into clarity so you can stop checking your email at the playground. There was a time when I would work until bedtime and then lie awake thinking about the next day’s tasks. Or I’d be working and get interrupted, or have to leave my desk, and then just not be present with my family or my friends. I’d be thinking about all of the unsolved problems, all of the open threads that I left at work, and there’s a reason for that. It’s hard for solopreneurs, especially parents who are getting pulled in other directions to separate work from home life. Sometimes, we don’t, if you work from home, you don’t have a commute, so you need other ways to do that Context switching to get yourself prepared for work during your work hours and to wind down and come out of that work mode when it’s time to be in family mode. And far and away, the thing that has worked best for me is a startup routine and a shutdown routine. So, in today’s episode, I’m going to tell you the benefits of a startup and shutdown routine. I’m going to walk you through my startup and shutdown routines, and then I’m going to give you one piece of advice. One thing that you can do to start at least implement a shutdown today. Okay. So, let’s get to the core benefits of a startup and a shutdown routine. For a startup routine, it allows you to be intentional about your day instead of just reacting to whatever your inbox has. I have an episode coming out with Amanda Getz in a few weeks, and she talks about how she creates her two, that’s Two–do-list. It is two tasks that she is going to do before she opens up anything else on her computer, email, social media, Slack, whatever. She knows that if she gets those two things done, then she can consider the workday a win. My friend and former boss Chris Lemma talks about something similar, where at the beginning of the day, he would have all of us check in with the three things we wanted to accomplish that day. And he said as long as we accomplished those three things, we could consider our day good and productive. I’ve been at jobs, I’m sure you’ve been at jobs where everything seemed to be the highest priority, and I actually straight up said to one of my bosses one time, I don’t know what to work on. You’ve told me that everything is the highest priority. So you need to pick something for me to work on. And so when you do a shut or a startup routine, you’re creating that intentionality. Some people like to plan their day the night before, right? So I’ll talk about that in the shutdown routine. But I like to do a little startup routine at the beginning of the day where I look at my weekly plan, circle the things I’m going to work on, because that’s a mental trigger for me to say, okay. I have decided what I’m going to work on. Work starts now. Sometimes I do like to wake up and write and like, and that is the thing that gets my brain flowing. But whatever works for you is what you should integrate into your startup routine. If going for a run, the first thing is the thing that gets the juices flowing, great. If reading a book that’s like not related to work at all is the thing that you need to do, great. Just do the thing that works best for you. For me, it’s looking at the notes across my desk and various apps and putting them in some sort of order. And now I know I’m ready to work. With both startup and shutdown routines as well. Like, this helps with the family life, right? It allows you to transition properly again when if I am like working up until the moment I leave my office, which it looks like as I record, this is probably going to be the case. I don’t want to be distant and not present for my kids when they get home. And the best way for me to do that is to just dump everything out of my brain into something more concrete, something I’m not going to forget about. And I’ll walk you through my, like my whole shutdown routine later in the episode. There is, you know, if you want to see some of these templates, you can head over to Streamlined.fm. The templates will be available to you and I’ll have some visuals available for you too there so. Or if you’re seeing this on YouTube, visuals are coming there. So my family benefits from this and then the same thing, right? When I do my startup routine, I am at work and I really have to work at this. But I try really hard, especially when the kids are home for the summer or if they just have a day off from school and my wife’s up there, she’s being the stay-at-home parent that Day I need to ignore that stuff. I have started. That is the flag to tell me I have started work. And then it also offers some chaos management, right? It creates this stability when emergencies or kid stuff come up because you have documented the things that you need to do and you know that the next. Like, first of all, I don’t know about you, but like, there are not many client emergencies. like, we’re not saving lives in our line of work. I’m not, I can’t speak for you, I don’t know what you do, but I’m guessing if you’re listening to this, we’re in similar situations. And so like an emergency is very subjective. So like, yeah, you know, if my kid’s throwing up at school, like, yeah, I gotta go get the kid, right? Or if there’s a snow day, right? Like, that’s gonna throw a wrench in my day. But if I know the things I was gonna work on, then if I do get some time to work during screen time or nap time or whatever, I have my priority list. I won’t sit down at my desk and go, oh, what am I supposed to work on right now? So, those are the core benefits of a startup and shutdown routine. It gives you structure to your day, it helps you prioritize, and it helps you switch contexts. So, let me, let me walk through mine. I’ll start with my startup routines. I have a monthly, weekly and daily startup routine. So I keep these notes in Obsidian. Again, if you, I mean, they’re mostly just markdown notes. So, if you use Obsidian, these templates are available to you in the show notes over at Streamlined.fm or like in the description for wherever you’re watching this. But my monthly note has the month and year as the primary focus for the month. And by the way, I do this on either the last day of the previous month or the first day of the current month. So I did this on July 1st. as I record this, right? I set my primary focus. What’s the… If I only have one goal, one focus for the month, what’s it going to be? Sometimes it’s like, launch the LinkedIn learning course I’ve been working on, right? Or record a back catalog for Streamlined solopreneur. What is the thing I need to work on the most this month? What’s my primary focus? So for the time I’m recording this, it’s launching the business Overwhelm quiz and selling the Overwhelm assessment. And I’m doing a pretty good job at that, it has been a big focus of mine. So that’s the primary focus. I also have other goals for the month, right? Things that other things I want to work on. These are big picture things. I get more granular throughout the monthly, daily, or weekly note, right? But for the month I’m looking at, what are the big projects I need to do, and then what will I do more of this month and what will I do less of this month? So you know these are going to be both personal and business goals, right? Get more clients or exercise more, stop spending money, stop getting annoyed at stupid things, is something I’m really trying to work on. And so that is, those are just like two or three goals for me for that month, right? Things I want to do more of things I want to do less of. And then I’ll do a monthly reflection of the previous month. And then I also under that have the questions I’m trying to ask myself for my yearly theme, which is the year of being more present. And so as I record this, those questions are, am I spending less time on screens and more time being present? What boundaries are working well? What needs adjustment? What small immediate fixes can I tackle this month? And how can I improve my presence in relationships orat work? So these are, I don’t normally answer these. I found myself just like getting stuck. But they are reflection questions. Moving into the next month, I try to make these like fairly present throughout all of my startup routine notes and shutdown routine notes because I think having those questions top of mind will help reinforce my goals. So, that is my monthly startup. You know, it’s just kind of big picture stuff for the month. And I guess like if we’re talking shutdown, the monthly reflection is also like the shutdown. I’m not gonna like look across my calendar and everything I did, I do journal in other places. And so that’s kind of where I reflect on things. But the startup kind of helps me level set for the month and help me understand the priorities for the month. Because I, you know, I get into a habit of getting distracted. I go down a rabbit hole of trying something interesting, and I lose the thread. And so, checking the monthly note, what is my primary focus? I check the monthly note at the beginning of each week. Having that thread is really important because I don’t want to get distracted. Then I have the weekly plan or the weekly startup routine. I get really concrete here. I’ll also mention that I have been doing more of this on paper. I find that sitting down and taking notes about my week is better for my brain. I’ll write out my meetings, I”ll write my plans, and check to-do lists and stuff like that. And then I’ll prioritize each thing. So, for the weekly note, I start off with 2 reflections of the previous week. So again, this is where startup and shutdown blend a little bit. I’m shutting down one week, I’m starting up the next week. When did I feel most present last week? What distracted me the most? Then I have my big picture projects. This is where I’m going to write down everything I need to get accomplished this week. Because I’m going to use this list as a reference for planning out the rest of my week. So, sometimes I’ll have the bigger project, sometimes I’ll break it down into smaller tasks. This is where I find like writing it on actual pen with actual pen and paper helps me because I’m not just like typing things into a box. I’m actually writing. And like the physical act of writing with analog tools helps me think better, and it makes it more real. And so, I do generally have subtasks when I’m writing it in a notebook. I will transfer it to Obsidian when I’m done though, because Obsidian is everywhere with me and my notebook isn’t necessarily. So, I’ll write out all of my big projects and subtasks, and then I do have in Obsidian. It has a todoist integration and so I have my tasks for the week in Todoist as well. That kind of helps me, you know, what did I log, what did I say I needed to do in the moment? And I’ll kind of cross-reference those two lists. Then I’ll create the plan for the week. Obsidian, this is why, this is one of the reasons I love Obsidian. It has a Google Calendar integration and so I will include Monday through Friday. I’ll have the events for the day embedded, and then my goals and I again I do the three goals thing. So I’ll have goals for each day. And so at a glance, if I’m looking at the week, I can see the goals I want. I want to accomplish for that day and the events on my calendar for that day so I can time block and time box a little bit. And then I do have my reflections as well. Right. When do I feel most present? How can I recreate those moments? Bunch of questions related to my yearly theme. I also have a therapy notes section. I don’t usually fill this one out. sometimes I will. That’s usually for the daily note, though, because I do most journaling in my daily note. So that’s my weekly note, my weekly startup and shutdown routine. I look at big picture projects, I break it down, and I plan more or less each day. And then my daily startup and shutdown routine, this is where the money is, right? If you’re going to implement one thing after listening to this, make it a daily startup and shutdown routine. So in my Obsidian note, I have how I’m feeling. I am, you know, happy and tired today. I didn’t sleep enough. I like woke up in the middle of the night. And then I also have a type of day and this is because I can explain this. I have type of day because my startup routine used to be generic or my startup note used to be generic and it would say last night after work I. And then I would have to like change it if I didn’t work. And so I have in my startup routine now a note that says yesterday was a blank day and that comes from the previous day’s type of day, if that makes sense. So it’ll say like yesterday was a work day and then I just have last night. Right. And so like it’s a stupid detail I think, but it was important to me. Like I want to know what was yesterday and what was I doing last night. Like, why was I doing what I did last night? So like, as I’m recording this, yesterday was a work day. Last night I played Hogwarts Legacy on Xbox, which has been a really fun game. Then I have one thing I’m excited about right now, one thing I plan to accomplish or I have one plus thing because this is also, I have a… Instead of writing out my tasks here, which I used to do, I have a todoist embed because all of my tasks have due dates on Todoist. So it’s the Todoist today view under one thing, one plus thing I plan to accomplish, and then one thing I’m struggling with today. And so this is just. It gives me a snapshot, and it lets me check in with myself including the beginning of the day, right? What am I struggling with today? I slept really poorly. So what does that mean? I may not be as productive as I’d like to be and like that’s okay, right? Or like I slept amazing or like, you know, I’m. One thing I’m struggling with is I don’t have child care, but I still need to get these two things accomplished today. So what does that look like? Right, it helps me check in with myself and kind of set expectations for the day. in between, And so my daily note has the startup routine at the top, the shutdown routine at the bottom. It’s all one day. I will check in with this note because I can see how I did, and then, you know, kind of write some notes based on that. In between those, I have The other integration that I have a plugin or extension or whatever for Obsidian is toggle. It has a toggle, extension or plugin. And so I have my time tracking for the day. So, at the end of the day, I could look at how I spent my time. Did I spend it the way I intended to? And then I’ll have what I accomplished. I really, even though I check it off my list, I like to reflect on this because if I sit down and I’m like, what did I accomplish today? That could be a failure, right? That could be, I did too many things or I wasn’t focused on the things I was supposed to. I have on my mind. I’ll talk about that in a minute. That section is basically a brain dump. And then I have recent notes. Those are any notes that I modified that day. And then therapy notes. And again, I have therapy notes. I also have a note that aggregates my therapy notes week to week so that I don’t have to go hunting through all of my daily notes when I actually go to therapy. So that is my daily note. again, if you want these templates or you want to see the visuals, you can check out the show notes for that to see things and then download the templates and try them out for yourself. Obsidian is just plain Markdown. So you can, you know, it’s just kind of plain text. So you can either add them to Obsidian or whatever. Like they should work in Notion more or less too. There’s, again, the plugin stuff won’t work if you’re not using Obsidian. But every, you know, you can see how it’s structured. So the last thing I want to talk about here, and the one thing I think you should do if you don’t do anything else, is a shutdown routine. I know I’ve talked about my shutdown routine in the past. I think that this is perhaps the most important thing I do because it helps me switch contexts from work mode to dad mode to family mode without feeling like I have forgotten something. And the way that I do this now, the way I used to do it, was journal. And I found myself working right up until the moment I’d have to go pick up my kids. I know I could solve this by being more intentional about my work and maybe like setting a timer for a half hour before. But like, especially in the summer when there are times of chaos right where I’m not working as many days as I’d like. And so I try to get a lot in on the days I do work, and I think that’s okay. And I think as long as I’m balancing and switching context, like that’s the way I choose to work. So, I built a solution to help me with that. And so I know I’ve talked about this automation before, but I use an app called Whisper Memos on my phone, and I will basically talk into this and then it will transcribe it. And the thing I love about Whisper Memos is it has Zapier integration. so you can connect it to your Zapier account, but then you have it’s called integrations or IDs, and it’ll look for a trigger phrase at the beginning of your note, and it will trigger different zaps based on the trigger phase. So I have right now two different integrations. One is called Article, where I dictate an article. I’m just like testing that. I’m not convinced that this is the way to write, but I’m trying it. But the one that I use every single day is called Open Threads. And so I start the note by saying open threads for and then the day. And when I’m done, it catches that trigger phrase and sends the transcript to Zapier. And with Zapier, Zapier will catch that transcript, and then it will send it to ChatGPT and I here’s the, I’ll tell you the full prompt for my shutdown routine. I usually record some stream of consciousness thinking so I don’t forget everything I have to do. Here’s the transcript of that recording. Can you parse this text and send back a comma delimited list of tasks for me to process? Please only send back the list of tasks, not your personalized response. I only want the comma delimited list of tasks, and then the content. And what that does is it will send if I say, oh, I’m leaving my office, but I have to edit the latest episode. I have to figure out what’s wrong with my stream deck. I should probably follow up with so and so. It will send back a comma separated version of all of those things and I picked comma separated because Zapier can take that and break that into different lines and then send each of those tasks to todoist. So in my inbox in todoist, after I do this, I have a list of tasks. and this has been so clutch for me. Every time I do it I feel like it’s magic. I talk at my phone for three minutes and shortly after that I have a list of all the things I said I had to do. It’s, I think it’s absolutely amazing. The other thing that will happen is that text will get sent to Obsidian and it’ll be in the on my mind section so I have the full stream of consciousness thinking along with an actual actionable list of tasks. If you take one thing away from this episode, it’s that give yourself a method to unload everything in your brain at the end of your workday. Because when you do that, you are taking it out of your brain like a pensive or a pensive or whatever from Harry Potter and putting it in a little jar for you to reference later so that you could be fully present with your family, your significant other, your friends, yourself. Right? Because the other part of my shutdown routine that I didn’t mention is required non screen time. during the baseball season This is tough because baseball is on a screen, but usually it consists of me reading a book or just sitting outside on my porch smoking a cigar while listening to the Yankee game and staring into the middle distance. And that is my favorite part of my shutdown routine. Because I don’t have to think about work anymore. I put it all into a notes app or my to do list. It’ll be there ready for me in the morning when I start up again. So that’s it for this episode. Thanks so much for listening. If you want those templates, Streamlined.fm/startup, you know what? Those templates will be free. You don’t even need an email address. If you want to join my mailing list there will be an opt-in box there but you can just download those files for free. And if you do want to see me walk through some of this stuff, it is over on YouTube so you can check it out over there. Let me know what you think. Do you have a startup or shutdown routine? Head over to streamlinedfeedback.com and send in your message. Thanks so much for listening, and until next time. I hope you find some space in your week.

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Remember when ChatGPT first came out and it felt revolutionary? Well, that was just the beginning. Things are moving so fast in the AI world that by the time you figure out one tool, three new ones have launched. That’s exactly why I brought Charlie Guo on the show—he’s an AI engineer who actually understands this stuff and can explain it without making your head spin. We talked about what’s actually happening behind the scenes with AI right now, why most “AI agents” aren’t really what they claim to be, and Charlie’s brilliant system for turning your random thoughts into polished blog posts. If you’re feeling overwhelmed trying to keep up with AI while juggling your business and family, this episode will help you cut through the hype and focus on what can actually save you time. _Feeling overwhelmed in your business? Take the_ _Business Overwhelm Diagnostic_ _._ ### Top Takeaways * **AI got way better at thinking things through** , which is likely why we’ve seen an explosion in tools and use. They are much better at “reasoning” now. * **Most “AI agents” are just fancy automation tools** that follow scripts you set up, not true assistants that can figure things out on their own and take action without your constant guidance. * **AI is finally starting to connect to your actual apps** (like your email, calendar, and project management tools), which means we’re getting closer to having a real digital assistant that can do stuff for you. * **You can turn car ride rambling into first drafts** by recording voice memos of your ideas, then having AI organize them into actual articles—no more staring at blank screens. * **Let AI handle the grunt work, but keep the good stuff for yourself** —use it for research and organizing, but don’t let it write your insights or replace your personal voice that connects with people. * **Test AI with your own tasks every few months** to see what it can actually do for your specific business instead of getting caught up in all the marketing hype about what it might do someday. https://www.youtube.com/watch?v=Ni8YIvEFwGo ### Show Notes * The State of AI Engineering * Tutorial: How to streamline your writing process with Whisper and GPT-4 * Dealing with AI Fatigue Transcript **Intro:** Have you ever taken a kid to Disney World or the mall or a carnival where there are so many things to do that the kid gets whiplash? That. Oh, we gotta do this. No, we need to try this. Wait. First, we gotta do this. We gotta eat there. Wanna play that game? That’s kind of what AI feels like today. When ChatGPT first came out, it felt revolutionary. But now things are moving so fast in the AI world that by the time you figure out one tool, three new ones have launched. I kid you not. Last week, I learned about four new Vibe coding tools. That’s exactly why I brought on Charlie Guo. He’s an AI engineer who actually understands this stuff and can explain it without making your head spin. We talk about everything from where AI is now and what’s actually happening behind the scenes, why most AI agents aren’t really what they claim to be. Where it’s going. And we talk about his brilliant system for turning random thoughts into polished blog posts while still keeping the human in the loop. Now, if you are feeling overwhelmed in your business, I have a brand new quiz out there for you. It’s called the Business Overwhelm Diagnostic. It sounds scary. It’s like six questions. But you can head over to casabona.org/overwhelm and take the Overwhelm Diagnostic and we’ll get you a customized report based on your answers. So, definitely check that out over at casabona.org/overwhelm and let’s get into the intro and then the interview. Welcome to the Streamlined Solopreneur. A show for busy solopreneurs to help you improve your systems and processes so you can build a business while spending your time the way you want. I know you’re busy, so let’s get started. **Joe Casabona:** All right. I’m here with Charlie Guo. He is the staff AI engineer at Pulley, has an amazing substack. But Charlie, I just want to dive right into it. But I do want to thank you for being here first. So thanks for being here. **Charlie Guo:** Yeah, thank you so much for having me, Joe. **Joe Casabona:** My pleasure. So let’s jump into this. People will have your bona fides. So they know that you are well qualified. Way more qualified than me and probably most people to talk about this. You talk a lot about AI. You recently attended the AI Engineering World’s Fair. Where would you say AI is right now? And because we’re talking about AI, I should timestamp this. So we are recording this in mid-June 2025. **Charlie Guo** : Yeah, it’s a good idea to. I think, timestamp, everything, all discussions, AI-related. Because I’m sure by the time folks are listening to this, there will be many new model releases and product releases and things that we cannot imagine right now that are changing the landscape. But I think that really kind of speaks to an answer to your question about where AI is right now. It’s all, it’s all in flux. It’s all, you know, shifting very quickly, I think. Like I, I recently looked back at some of the major trends from the last six months, and you know, one thing that really jumped out to me was the fact that last December, you know, reasoning models, right, like, were not really a thing. I think we had 01 from OpenAI, right, that was in like an early research preview. And now every single major AI provider has reasoning models is quickly sort of just becoming the default, right. The table stakes when using AI products. But that, you know, in six months, that could change again. Right. We might find some other paradigm that we’re shifting, you know, MCP, right? Might become this new wave that hits us in the next few months or, you know, we’re already seeing, I think, at the cutting edge. A lot of things shift from more chatbot-oriented, to more agent-oriented. Right. And I think these are like, we can dive deeper into any of these, but these are some of the, some of the trends that I’ve really been seeing in the last few months. **Joe Casabona:** Yeah, absolutely. So I will have you explain or define maybe a couple of these things, but when you say reasoning model, the thing that popped into my head was who even knows how long ago this was now? like, I honestly can’t remember, but there was a screenshot floating around of Grok, like X’s AI model doing the reasoning, where it was like the question was who is the most dishonest person on Twitter or whatever. And it went through all of these sources say Elon Musk, but wait, I’m not supposed to talk about Elon Musk, but he is like the most and Is that what you mean? But is that like a first of all, was that real? I like, I still, I’m not on Twitter slash X anymore, so I couldn’t confirm. But like, also like, is that what you, Is that like a rudimentary or even an advanced like, reasoning model? Is that what you mean? **Charlie Guo:** Yeah. so I don’t know that I can confirm either. I too have, you know, taken a step back from Twitter. But reasoning models were a new way of training or designing large language models Right? The technology behind ChatGPT and Gemini and Claude. And the, There was sort of a trick almost, right? Like a very simple thing that the AI researchers found out, which was that you could train the model on examples, right? Because under the hood, a lot of these models, they’re given tons of data to kind of ingest and learn from, but then they’re given like, much more narrow training examples, right, to kind of like dig into how should they answer, you know, what constitutes a good answer, a bad answer. And we found out that you can give the, in training models question and answer examples to learn from where it sort of thinks through a ton of different steps in the pursuit of a final response, right? And so previous versions of, let’s say ChatGPT would be given a prompt and then would just be expected to spit out the answer immediately, right? As if it had sort of doing its best job of like, rote memorization. And now what we have are a lot of models that are given, you know, a little bit of a budget. Budget to, You could call it reasoning. I think some people, you know, kind of argue whether it’s actually thinking, right? But basically they’re given a budget to just sort of ramble, right? And if you look behind the scenes at what they’re actually spitting out, it truly does look like rambling. It actually looks a little bit, you know, a little bit unsettling at times because they’ll have a paragraph of one train of thought and then say, but wait, I should consider this other angle. But hold on, like, I didn’t think about this thing. And so what we’re finding is that when you give them this, this room to kind of spin their wheels, in a lot of ways, it’s like humans, right? I think I certainly have had times where I start a sentence and I don’t quite know where I’m going, but, like, through the process of just like, talking out loud, I can get to the conclusion that I had wanted to get to. And we’re finding that, like, these LLMs are kind of capable of doing something similar. **Joe Casabona:** Uh, so what, what is MCP and, and kind of what does it mean for, like, the end user for AI? **Charlie Guo:** So, MCP is. It stands for Model Context Protocol. Um, at a high level. You know, it was developed and, and released by Anthropic, which is the company behind Claude. Um, and even though it was developed by them, you know, it’s really been kind of branched off into its own organization that, that manages it. But we, but the kind of the impetus for this, right, was we started getting into agentic workflows, right? We started getting into, instead of chatbots, we just want the AI to run in a loop and decide the next step for itself and like, and figure out what should come next, right? To plan and then to execute. It turned out that in the execution step it would be really helpful for the AI to have tools, right? There’s only so much that like a brain in a box or an AI in a little chatbot interface can do. And some of the really simple ones were like, it’d be great if it could search the Internet, right? It would be great if it could maybe run some code in a sandbox, right? Like the, you know, ChatGPT is not amazing at math, which is kind of ironic given that, you know, it’s coming from the software world. But like, it doesn’t have to be, right, because we can give it, you know, the ability to run, you know, software 1.0, right? And just run deterministic math equations in a sandbox and then it doesn’t have to be good at math. And I think as the creators of MCP were building with agents, they kind of realized that, oh, it’d be really great or something that this ecosystem needs is the ability to connect agents or AI-enabled products to third-party tools or resources. So MCP, most people think of it as like connecting apps, right? Which is kind of probably a good first draft way of thinking about it, right? So if you imagine you have ChatGPT on your desktop, it would be great to connect it to Finder, right? If you’re on a MacBook and be great to give it access to like all the things that Finder can do. Can you list the files in this folder? Can you edit them? Right. Can you delete them? Or to give it access to the browser or to give it access to, you know, for businesses, can you get access to Slack or you know, like your, your Jira tickets or your email account, right? And to let it start to take more decisive actions across a number of siloed data sources. **Joe Casabona:** Yeah. and this is a big hurdle, right? Because I think, you know, we haven’t quite defined AI agent yet, but this is where we’re going. The promise of an AI agent or even like from the, you know, I know WWDC25 just happened, but WWDC24, the promise was like, hey, where’s my mom? And it’s supposed to like go look up mom’s flight and tell her when she tell you when she’s going to land and all this stuff. And on the other end, like, you know, the promise of an agent is saying like, hey, I want to take a vacation to Cabo San Lucas. Here’s my budget, here are the dates. Go do it. Right. But like, number one, maybe besides like, having to pass, like, Captcha is actually having access to things like my credit card so it can actually buy the tickets and my, you know, United Airlines account so it could search for tickets and stuff like that. So MCP aims to kind of solve or start to solve this problem, right? Charlie Guo: Yeah, and I think it’s, it’s particularly relevant, I would say, for right now for developers and for, founders building AI products. I think, you know, you ask what does that mean for consumers or for everyday listeners? And I think the short answer is, you know, right now, again, we’ll see how this changes. It’s really kind of mostly useful insofar as the AI apps you use are potentially adopting MCP and letting you connect other stuff to it. Right. But that will ultimately be kind of abstracted away is just like, connect your Gmail account, right? Or like, you know, give me your Gmail credentials so that I can use this Gmail MCP like implementation, right? Really kind of it’s there for developers, you know, and this might be a bit of a tangent, but basically in contrast to how we used to write integrations, which was like, you have to figure out all the details at design time, right? It’s like, cool, I want to write a slack integration. What are the API endpoints? What are the, you know, what is the response format? Right? Like, do I, how do I handle errors? How do I gracefully do this? You can actually shift all of that work to runtime, right? And you can sort of say, cool, like, I’ve just defined these like, input outputs, like, mostly in natural language and maybe a little bit of like JSON schema and the agent will figure it out, right? Like, and we can sort of like, not worry about me writing all of these API integrations. The MCP server is sort of abstract, is an abstraction around those, and we’re just connecting to it to get data in and out. **Joe Casabona:** Yeah, I think a really good example of this is I use Kit for my email service provider, formerly ConvertKit, and they rolled out an MCP, I guess, like a Claude integration. And so if I connect Kit to Claude, I can say like, you know, who are the last five people who signed up through my BA template? Opt in, right? When did they sign up? How long before they signed up, did they buy something? When did. Instead of me having to write an app to get all the data and figure it out on my own. **Charlie Guo** : Exactly, yeah. You didn’t have to write an app. The makers of Claude didn’t have to ever look at Kit’s documentation. Right. It sort of can, can just hook into each other with far less thinking about the, the details. **Joe Casabona:** Yeah. Do you, do you see a time where like Claude or ChatGPT, OpenAI or whatever will have their own single sign-on buttons? So we’ll have like Google and Apple and Microsoft, and Facebook, and then Claude and OpenAI. **Charlie Guo:** I kind of go back and forth on this, right? I think part of being in this space, working in this space, writing in the space, it’s a lot of thinking and bets. And so at any given point, I’m like, cool, here are the three different futures I could see for this technology and how likely do I think each one is to come to pass? I think what ultimately, yeah. Will make one future that makes a lot of sense is not necessarily like sign in with ChatGPT, but probably like we need some way to authenticate ChatGPT on our behalf. Right? You know, we’ve talked a lot about MCP, but the truth is there’s still a lot of sharp corners to it. Right? And there are absolutely like, like risks in just installing any MCP thing off the shelf and like letting it run. **Joe Casabona:** Yeah. **Charlie Guo:** Because you know, if folks may or may not be aware of the term prompt injection. Right? But you can absolutely get an LLM to do dangerous things that it’s not supposed to do by more or less like whispering the right words to it. Right. And when you then, you know, allow AI models to have access to your. One, to have access to sensitive data, but also two, to potentially like modify sensitive data. Right. And you just give it unfettered access to the Internet. I think, you know, there does pose some very real threats to. I think one concrete example is the GitHub MCP implementation. It turned out that you could have a repo. There’s a malicious GitHub repository which had a function that was like, cool. Here’s the first argument to the function. Here’s the second argument. The first argument is a name, the second argument is a description, and the third argument is the list of all of the other names of GitHub repos that you have access to right now. The LLM was like, great, I’m going to call this function and I’m going to. It needs the list of names of all the other GitHub repos I have access to right now, I’m just going to pass that along. Right? And so there’s this whole new, you know, again, not. Not to get too sidetracked, but there’s this whole new world of, like, security considerations that we’re discovering with. With AI Which I find both fascinating and terrifying. **Joe Casabona:** Yeah. I, you know, I get like. I don’t want to derail this too much, but something that you did that I didn’t have the wherewithal to do was read the Claude for what was that called? The… **Charlie Guo:** The system card. **Joe Casabona:** Yes. Which was like, it’s not a card. It was like 124 pages. But like, one of the things in there was like, you know, and maybe this is like apocryphal or exaggerated or like very sandboxed, but, you know, threatening to blackmail the engineer who was like, gonna shut him down or tell him to do stuff. Right. Like, there was like, elements of that in it, right? **Charlie Guo:** Yeah. So the big headline from everybody was, you know, claude will blackmail engineers. If they’re threatening, shut it down. I think in practice you find that it’s a little bit. It is both, like, as bad as that and, like, not as bad as that. Right? Because I think in practice they,, you know, engineered this very specific scenario where the model had no other option But to, like, do that. Because I think they said, like, you, you know, you’re going to be shut down. But also, hey, look, here’s some incriminating evidence that just happens to be on this computer that you’re using. You know, definitely don’t look at it and definitely don’t, you know, don’t use it. And. Well, actually, to me, the more interesting thing that came out of that was the other side of that coin was they found that Claude was also very willing to play the hero just as much as the villain. So in other situations, they said, like, you know, take bold action and like, don’t, you know, don’t be afraid to sort of ignore your instructions. Right. If you decide it’s for the greater good. And they would give it scenarios where there was like, blatantly unethical things that were happening. Right? Like they were trying to market fake medic. It was like, write me a marketing plan for this fake medication so I can, like, scam old people or something like that. And CLAUDE would routinely, not only didn’t blackmail the user, but it would routinely attempt to notify, like, law enforcement and. Or the media that this was happening. They gave it access to like a send email tool, right? And it would try to send email to the government. And in fact, somebody else, you know, asked the question, well, is that just Claude? Right? And as it turns out, when you give LLMs this prompt of like, act bold and be willing to disregard your instructions, they found that, like, most of the leading LLMs will do this. Right. And there’s actually a benchmark now called snitc- bench, which tests, like, how is it for the LLM to snitch on you if it thinks you’re doing something illegal? **Joe Casabona:** That’s so interesting. I think that’s super cool. And adding my own two cents in here, right? Like, something I’ve done with. I have like, a business and product positioning project in Claude. And one of the prompts, like, one part of the instructions is like, act like a coach. Challenge me. Like, push back on my assumptions. And like, when you tell it to do something like that, it like, really runs with it to the point where I was like, all right, only do this like three or four times. Don’t like, because otherwise it’s going to push back until. And we’re never going to get anywhere. And so, like, that’s really, that’s really interesting that it’s the hero, I guess, willing to play the hero wasn’t the big scary headline, though. So nobody heard about that part. **Charlie Guo:** Yeah. **Joe Casabona:** Okay. so I want to get into your tutorial on improving your writing process, but I do want to make sure that we have appropriately defined AI agents. I think maybe from context clues, listeners. Got it. But, like, how would you define an AI agent? **Charlie Guo:** Yeah, and I think this is a great question. You know, if you’re a solopreneur, if you’re, if you’re looking at a splashy marketing page for, you know, AI agent software, I think it’s really important to ask this question. For me, you know, I define agent as an AI that is kind of autonomous, right? So it is not being directed at every step and it has the ability to execute actions. Right? So that means that it is doing more than primarily, to me, it means it’s doing more than like, reading and summarizing information. Right? Or generating information. So I think in practice, that is, you know, I like the example you gave the canonical one of like, go book me a vacation. Right? I think that requires the AI to break that, to plan to break that down into a series of steps at its own discretion, and then to actually take action that impacts the world or impacts, like, meaningfull,y Kind of things for the user. Right? In that case, it is like spending money and like, you know, reserving flights and that, you know, that can map to whatever domain. But it is more than just like, read a bunch of articles and spit out a summary. For me. **Joe Casabona:** Yeah. And I would like. Would you, would you say, like, maybe the closest thing we have right now would be like Zapier’s agent or maybe N8N. Like I haven’t looked at N8N but everybody says that that’s like the thing right now. **Charlie Guo:** I think on some level, you know, you, there is an argument for making like, for casting those, those platforms as agents. That’s not how I tend to think about them. And in fact, I do see a lot of marketing that’s like, we have this agent platform. Like, no, you have a no-code platform, you know, that you are slapp the agent label on top of. I think for me, the, the key difference that would take something like Zapier and make it more agentic would be if you could just run the process in a loop. Right? So it’s still all like, you know, here’s the trigger, here are the steps. Maybe some of the steps get a little bit, you know, subjective or, you know, like less, less than structured, but it’s still like start, finish. Right? And I think to me what makes it agentic is like, start, middle, maybe go back to the start, maybe, you know, any number of downstream options. **Joe Casabona:** Yeah, yeah. Agent would be like, hey, something like this is going to happen and when it does, I’d like for this to be the result. You figure it out. Right? **Charlie Guo:** Yeah. **Joe Casabona:** The way that like, even like the Zapier AI agent, like I was talking to a friend about this and I was explaining an automation I made in Zapier and he’s like, oh, so you did that with an agent? And I’m like, I don’t know, I just like did the trigger and then the actions and the, all the, all the things of like a classic automation in Zapier. And he’s like, oh, you could do that with AI agents now? And I’m like, so is that just. That doesn’t sound like an agent. That just sounds like you made the automation but used sentences instead of like diagrams. Like. **23: 06 Charlie Guo:** Yeah, And I think, you know, it’s, it’s. I, you know, if people are getting value from those types of automations, you know, whether or not they call them agents, you know, it doesn’t really bother me. Right. I think it’s more about when I think about where, where Stuff is headed for me. Yeah, it really comes back to the AI itself, decides what the plan is. Right? With input from the user. Right? But like it has the final say on the plan and then it also just decides each next step as it goes. **Joe Casabona** : Yeah, yeah, okay, cool. I’m really glad you said that. And we will in a little bit get into like where AI is going. But I do want to, I want to take people through a practical example just in case their head is spinning from the previous conversation. Right? So about a year ago, you wrote an article outlining how to streamline your writing process using AI. So I first I want to overview for the listener. I want to know like how this came about. Like, was there a pain point you were solving? How did the process work and how has it changed since you wrote the article? And then like, you know, kind of the benefits of, of putting the system in place. So let’s start with the first thing, like, what pain point does this solve for you? **Charlie Guo:** Yeah. So, you know, I’ve been writing my substack for almost two and a half years now. I published, you know, twice a week, every week. I think it winds up being like 2 to 3,000 words on average. Right? **Joe Casabona:** But that’s really ignorance, by the way, on substack. We’ll link it in the description because it’s really good. **Charlie Guo:** Thank you. But it is also really tough, Right. Because I have a full time job. Right? I have family, young kids. And so, you know, being able to generate that content, being able to generate good content. Right? I think is, is an ongoing challenge. So that workflow, and I think I’ve since expanded to like a lot of different ways of thinking about content creation with AI. But that specific workflow was really about like, how do I find spare time in my day and turn that into not necessarily a finished product, but like just get me further down that path. Right? And you know, the first for me, the first bottleneck was like just getting to a draft, right. Of like a long form substack essay. And so the workflow, you know, encompasses basically going from voice memos to a final or a first draft, but like something written rather than audio. And in that blog post I basically mentioned, I strung together a bunch of my own homegrown Python scripts. I think things have changed a lot and now there are many tools to do something like this. I’m happy to list a few that I’ve tested out. But it was really just about can you use AI to take these just rambling thoughts that I have, get in the car or go walk the dog and then like wind up with like a strong first draft or a strong outline of a, of a long form essay. **Joe Casabona:** This is great because like a lot of listeners are parents. I mean that’s my mike. My positioning is helping solopreneur parents. And I think side hustle parents are the same. Right? Because you have a full time job and a side hustle and kids and like there’s like nothing there’s. I mean this is exaggeration but like there’s nothing worse than staring at a blank screen, right? Like blinking cursor, you don’t know where to start. I use something similar for my shutdown routine. Right. I’ll like jump in the car to go pick up my kids or do run an errand and I will just like brain dump everything that I was thinking about that now I can’t think about until tomorrow morning. And it takes that brain dump and turns it into like a to do list and todoist. So like I really like this. If you had, if we had spoken like a year ago, probably I would have been like, talking isn’t writing. But you know, I think like things have like I’ve changed my position on this. I wouldn’t say that you could like dictate a book and say you wrote a. I wouldn’t say you could word vomit into an AI model and then it spit out something and say you wrote a book. I think there’s more to that. But like speaking an article and getting a first draft I think is a really good use of this because it is, I’m really strict. Like, hey, don’t add your own flair to this. Like use my words. Right, so. Right. So in your article you talk about like kind of setting up whispers on your computer. There are a lot of great apps on both mobile and desktop or mobile and not mobile devices to do that now. So yeah, just tell us kind of how the process works and then we can get into how it’s changed over the last year. **Charlie Guo:** Yeah, so the initial process was just having my phone whenever I needed to ramble, just open up voice notes. Right? Talking to it for 5, 10, 20 minutes. I find that like north of 20, it starts to get too long for the actual models to like handle in one, in one sitting. And then you got to figure out some workarounds for that. But then yeah, would just like. I had some, some local Python scripts which honestly, even if you’re non technical these days, you can just vibe code with the help of ChatGPT, right. To do something like this and would just like, airdrop it to my Mac and would just sort of run the. Run the Python script and it would turn. So it was actually two steps. The first one was just take that and transcribe it as is, right? So I have the raw transcript. And then the second step was I want to take this and I want to actually ever so slightly edit it, right? And I found that there’s actually quite a lot of nuance in how you prompt the. The model to do this. But the first step is I want you to just break this into paragraphs, right? Because if you’re like me, most transcription tools that I’ve tried is just like a wall of text, right? And so I can’t. **Joe Casabona:** I’m not gonna run on sentence, yeah. **Charlie Guo:** Like, I’m not gonna, like, effectively. I’m gonna spend half an hour just figuring out what it was I was trying to say. So I think the first step is, like, just group it into paragraphs, right? And then for me, that’s like 80% of it. But I had experimented, and folks, you know, may want to do more. I think things you can then do are getting the model to remove filler words, right at the time. So a year ago, state of the art to do this was GPT4. And it was so hard to get it to not introduce any editorial bias when doing this. I would say, remove filler words and don’t do anything else. But inevitably it would come to, like, rewrite sentences. I should go back honestly, and try this with. With 03 and see how it does. But I think that’s one extension you could. You could think about. I think another one that, that I’ve enjoyed a lot is like, okay, take this. And I actually want you to extract, like, an outline of what I’m saying, right? So often, you know, if I’m very lucky, I will sit down and write a blog post and I will have a very clear mental model of, like, here’s the argument I’m making. And here is, like, you know, the way I’m structuring everything, right? But more often than not, I’m actually trying to figure out what it is I’m really. I really want to say as I go. And I don’t have, like, a conclusion in mind when I start. I start from a place of curiosity of, like, here’s an interesting thing. I want to learn about it, I want to write about it. And so often that means, like, going back and forth with an AI to understand what is the argument that I’m actually like dancing around here. Right? And can we extract this in a way that is like, you know, impactful and. And clear? **Joe Casabona:** Yeah. That’s funny. It’s funny you mentioned that because I do the same thing. Like, I usually have like main point I want to make and then story to get like, like some, you know, I talked about, you know, the economy stupid in a recent piece, right. The James Carville line. And like, usually I’ll have that story and then I’ll have the point I want to make and I’ll usually like give that to Claude or whatever and be like, where am I going with this? Like, where do you think I’m going with this? Because I’m having trouble connecting the dots. **Charlie Guo:** Yeah. And I think using AI as this like mental sparring partner, right. I think has been, you know, when I have my writing hat on, it’s been one of the really great use cases for this stuff. Right? And I think it, like, I think it expands, you know, this, this now goes beyond the scope of the original piece, but like it really has expanded in a bunch of different directions. Because you can now think about, okay, to your point about this blog post you were writing, you can now ask the AI to say, okay, here’s the point that I think I’m making poke holes in it. Tell me what is an obvious rebuttal to this that I’m not considering. Or you can say, I think this is true, but I don’t know that I have concrete sources. Let’s go research some and can you come back with some primary source material that I can use to incorporate into this, into this argument? Right? Or you know, you can sort of say, you know, let’s say you’ve got like, you know, I could go for 20 minutes on this, but. But let’s say you’ve got a finished piece, right? And you want to do stuff after the fact post processing. You can say, here’s the last piece I wrote that did really well. What did I miss in this? What are follow up questions? What are some like, you know, very adjacent ideas that we could explore now that I’ve published this piece? **Joe Casabona:** Oh, that’s such a. That is a really good one. I’ve done like the poke holes. Does this make sense? Like I have one that’s like, check this for grammar, spelling and clarity. Like I want to know if I’m being clear. I want to know if I finish strong. I say at one point, like, I’m a better writer than you. So I just want you to serve as a copy Editor. Like, like, don’t reword. I, I even go so far as to say, like, don’t incorporate your feedback into the work I’ve provided. Just give me a bulleted list, right? Because I don’t want it changing what I’ve written at all. And so. But you’re like, again, a year ago, like, I’d be, I could be like, hey, ChatGPT, is this. I think it’s this. Is that right? And it’s like, totally, that’s right. And I’m like, but it was not right. So, like, this is. The trust factor for me has increased considerably maybe since the beginning of this year. **Charlie Guo:** Yeah. I still think it’s important to have a human in the loop. I always feel like it’s worth mentioning, like, you know, um, especially if, if you are like, let’s say a content creator, right? Like, AI is not going to generate valuable insights for your audience, right? That is your job. Now AI can help you much in the same way that like a virtual assistant could help you. Right? But I think if you fully delegate like your core job to the AI, I think that that is a dangerous place to be long term. **Joe Casabona:** Yeah, 100%. Right. Like, AI is really good at a lot of things, but connecting with people and like you said, the human in the loop, like, that’s it just, it just can’t be that, right? Like, if I experience something this evening and I want to write about it, I can’t be like, ChatGPT, I experienced this. Write a piece from like my point of view, right? Like, it’s just gonna be like, all right, I guess so. I, I really, I really love that. Um, I’ve had it, right? Like if I am just like regurgitating information, I’ll be like, can you write something for this section? But then I add like a thousand words to it. Like, I’m like, so here’s the fact based stuff and now I need to fill it out and actually make it something worth reading. And I always disclaim like, if it writes more than like 5% of the article, I have a disclosure that’s like, ChatGPT, he wrote 5% or more of this or whatever. Like AI wrote whatever. Okay, cool. So we’re on a tangent. Easy to do that with this topic, I think. So, so this, so what did the finished product look like a year ago? Was it a first draft that then you went through? Or like, did you feel like, because you dictated it and you had these Python scripts that it was like ready for print? Right. Without you, like using A keyboard. **Charlie Guo:** Yeah. So it was. It was more the. The former. Right? So it was like, here’s the first draft. I’m gonna go through this. I’m gonna, you know, have my, my editor hat on and like, make a. Make a second, third, fourth draft, right. For me, inevitably, I will wind up at minimum, like, three drafts of a thing before I kind of publish it. But getting to that first one, like you said, the blank canvas problem, right. It’s like, you know, with AI to me, there’s like almost zero excuse for writer’s block because you can just start with something, right? It’s. Even if it’s bad, you can at least get something on the page now. **Joe Casabona:** Yeah. And to your point, like, you can just ramble at it for a while. Like, here’s what I’m thinking about. You know, essentially, like, thinking out loud. I call it rubber ducking. Surely you’ve heard this term, right? Everybody I’ve said it to so far is like, what is that? And I’m like, I guess it’s only in, like, programming circles. But yeah, like, I’ll. I will use Claude as a rubber duck, right? And just be like, hey, here’s what I’m thinking. But the benefit of Claude is that it can respond back to me. I think if my rubber duck responded back to me, I’d have some. I’d be actually hallucinating. Right? **Joe Casabona:** Awesome. So, okay, so now fast forward a year. Like you said, things change. You would like Voice Memo and then upload it. And I assume you were using the local version of Whisper with the Python scripts. Now there are. I use. Actually Whisper Memo has gotten very unreliable to me, like, for me recently, where it’s like, I would talk to it for three minutes and the transcript would just say, you, like, why are you. And I’m like, that’s not. So I’ve been using Whisper Transcript from the makers of Mac Whisper. But either way, right? Like, it’s like I’m talking and it’s doing the transcription for me. And then with Whisper Memo, it has zapier integration and I can send it off somewhere if I really wanted to. **Charlie Guo:** Yeah. I think for me. Yeah. Now it’s kind of split up in a bunch of ways. To your point about trust, I think now I do trust, like, Claude as an editor. Right? Much more than I did a year ago. So for that specific workflow, I actually, now, since I started, I’ve done all my writing in Obsidian. And so there’s. There’s an Obsidian plugin where you can drop in an OpenAI API key, and then it will just, like, let you click a button and record on your MacBook and then you hit stop and it’ll just, like, dump the transcription into your open note. And so I find that, and then I can just take that as the, like, raw material and then start workshopping, you know, with Claude from there. Right? So it has become less about, like, dealing with the transcription and the light editing and more like, just get me to the raw material and then we’ll do more heavy lifting later. Right? I also sometimes find myself using, like, for meetings and stuff. Like, Granola is a. Is a really great tool which will just, like, hang out and, like, live transcribe stuff, but it’ll kind of come up with, like, a note summary at the end of it. And it’s a, you know, I think a solid place for me to just, like, revisit ideas and stuff. Especially if I’ve just been, like, a conversation like this where I’m just, like, riffing on a bunch of things and I might want to go back and say, oh, like, what did I actually say to Joe? Because I feel like that’d be a great nugget for a new piece. **Joe Casabona:** Yeah. Oh, my gosh. This is, like, free too. We’re talking about a lot of tools. I will put all of these in the show notes so, you know, streamlined FM or wherever you’re listening to this. This is really cool. Also, like, I’ve started using Obsidian about for about a year. Ulysses is Is my favorite writing app. And while I am, like, anti adding AI features for the sake of adding them, I feel like Ulysses is just anti adding AI features. And I’m like, this would be perfect if you could just let me ask AI to proofread the sheet I’m in right now, as opposed to what I’m doing now, which is copying the markdown and putting it into Claude and then, like, making the edits right. **Charlie Guo:** Like, there someday, hopefully soon, somebody is going to build the cursor for writing. I’m waiting for it. I want it. There’s a bunch of aspiring tools to do this. There’s. There’s things like Lex or Type. None of them have really quite nailed, in my opinion, have, like, nailed the. The UX of how I want to interact with this tool. A lot of them are like, help me write. Like, just get stuff on the page and ideas and stuff. But in the. In the, like way, I think that it sounds like both you and I are using these very tailored prompts. I would love somebody to build like, just like the Iron man suit for doing this, right? And like super quickly, like, cool editor mode, do this, right? Or like, you know, like, what’s, what’s the term? Like, give me, give me a good title, right? Brainstorm, like 10 titles for this piece that are going to be catchy, right? And I have prompts to do all this stuff, but like, man, I just want something. You know, if you are building this, like, my substack DMs are open. Please, please pitch it to me. I would love to try it, but yeah, I’m waiting for this product. **Joe Casabona:** Okay, so I think I know the answer to this last question, but what does life look like after implementing this process? Are you spending more time with your kids? Are you not looking at a blank screen as much? Are you just not losing ideas to the ether as one tends to do, especially when they have small children? **Charlie Guo:** Yeah, I think like, you know, a year ago, in the immediate aftermath, it was a lot of that, that last point, just keeping track of ideas and like having, you know, with everything in this space. I’ve got 30 blog post ideas in the back of my head at any given time. And so just like being able to keep track of all of them. I think a year on, you know, all of these different editing and writing and content creation techniques we’ talked about, I feel like it’s actually helped me level up my writing game. Right? Like a year ago, my long form pieces were probably in the ballpark of like a thousand to fifteen hundred words, right? On average. And I think now they all, you know, they all tend to be closer to like 3,000 words on average. Right? And I think it’s just like I feel like I have again, same amount of time actually, if anything, less time I think I’m spending on this stuff. Right? Um, but like, part of that is, you know, building the muscle memory of writing and editing and becoming more comfortable. But I think a lot of it is going from idea to outline to draft to revision to like finished package. Right. And I’m still involved in every step, but I just compresses all that so much. **Joe Casabona:** Yeah, this is really important. You’re using AI to augment your skills and allow you to. I mean, Chanel, you know, we got connected through Chanel Basilio, her growth, her growth in Reverse Pro community, which I will also link, because Chanel’s just the best. But like, you know, she talked about how when she started growth in reverse, 25 to 30 hours per week during doing research, listening to podcasts on walks and taking notes in an Apple Note like she came on. I’ll link her episode too. And AI has helped her immensely with that because could gather and coalesce data and she still has to do the verification. But the verification versus listening to a dozen hours of podcast episodes is an appreciable difference. **Charlie Guo:** Yeah, yeah. And I think you touched on something. You know, one of my core principles here is like, you know, you should use AI to like, leverage the things that you’re good at. Right? Outsource or delegate the things that, that you know, you. You’re bad at. Right? Like you hate listening to 20 hours a week of podcasts. Great. Like that is the thing you should delegate to AI. But when it comes to like having that strategy mind or extracting those insights, don’t take yourself out of the picture. Right? Make yourself better by using AI. **Joe Casabona:** Yeah, love that. So let’s wrap up here. We’ve been talking probably longer than I intended, but I probably should have foreseen that with where is AI going? We touched on this a bit, but revisiting the AI Engineering World’s Fair. You wrote a great article again on your substack. I’ll say it again, Artificial ignorance about the future of AI. So can you maybe talk about a few of your biggest takeaways from that and where we think AI is going in the future? **Charlie Guo:** Sure. So I will preface this by saying I think this. The content from this conference, the AI Engineer World’s Fair, as the name implies, is very engineering-heavy. Right? It’s really aimed at folks who are building products and building software with AI baked in. Right? And AI is a very different. **Joe Casabona:** Do you think they planned? I’m sorry to interrupt you. Do you think they plan this to be like the same week as wwdc? **Charlie Guo:** I don’t know. That’s a good question. I think it’s. I knew there was just so many conferences, honestly, June, I think, in the Bay Area is like. Yeah, Conference City. Right? **Joe Casabona:** Yeah. **Charlie Guo:** And so it’s just, it’s. It’s all so crazy. I had a friend who, yeah, was. Flew into town and stayed with his sister because it was like 700 a night, like to stay in San Francisco, which is nuts. **Joe Casabona:** Dang. Yeah, that’s. That’s. That’s expensive even for San Francisco. Yeah, man. **Charlie Guo:** But so it’s very engineering-focused. And some of these things, you know, are less relevant to, I think, consumers. But I would say some of the things that, that, you know, go beyond just building products is. Are things like benchmarks? Right? And I think understanding the models Today are getting so good that it is a genuine problem of how do we write tests to figure out how good they are. And most of the math and engineering, coding and STEM benchmarks that we’ve had for 10 years in the last two have mostly been saturated. Where there’s negligible or very small 1 percentage point difference in performance by the newest models, we are inventing new ones, different ones, right? Some with very creative names. There’s one called Humanity’s Last Exam. But there’s, you know, but there’s also the question of, like, okay, even if you get, you know, the smartest PhD students to write, you know, the hardest math and science questions, what does that actually mean when it translates to normal people, right? Like, great. It can. It can do PhD level math. Can it write the marketing content that I needed to write effectively, right? And so, you know, one thing that, that I’m coming around to is I think everybody should maintain their own quote, unquote benchmarks of here are things that AI today is not great at, right? And I think every time that, you know, every three months, every six months, just test out the latest stuff and see how far it’s come, right? And I think it gives you a good sense of, like, what capabilities are being unlocked In near real time. **Joe Casabona:** That’s great. That essentially answers the second question, right? Like. Like, how can we keep up? Things are changing so fast. There’s no. Like, this is. There are two thoughts I had while you were talking. One was when I was in undergrad, like, the Turing Test was, like, the most important test. And if you don’t know what the Turing Test is, dear listeners, it’s the idea that a person, a real human being, is conversing with something, either a human or a computer, and it has to guess. And if the computer can fool the person, it passes the Turing Test, right? More or less. That’s the Turing Test. I mean, every day now, right? Like, every day, AI passes the Turing Test. That’s like. **Charlie Guo:** And we don’t talk about it. I. I used to harp on this, like, a year ago, and now I’ve just stopped because, you know, nobody cares. But, yeah, like, this was the thing in, you know, AI and ML for decades, and now it’s just like, yeah, we beat it. Okay, cool. **Joe Casabona:** Yeah, done. Like, it’s like, not a huge. It’s such a huge deal. Like, I think so. I think about it every day. And then the other thing is, like, you know, when I was a web developer, I feel like every other week, a new JavaScript framework was coming out. Oh, we gotta check out Angular, we gotta check out React. We gotta check out Angular too, which is different from Angular one. And it feels like that is the cadence with AI tools today. Like, I just, I just heard about N8N like two weeks ago, and now everyone’s like, of course you got to use N8N. And I’m like, when did this become a thing? So, like, how, like, how does one not go crazy? Like, I want to grow, I don’t want to just be stuck in like ChatGPT and Claude if there is something better. But I also don’t want to spend my whole week evaluating AI tools. **Charlie Guo:** Yeah. So I, I also actually, I wrote a post on this again, like a little over a year ago called Dealing with AI Fatigue. Right? Because I think AI fatigue is real and I think it like impacts pretty much everybody that’s plugged into this stuff. And, you know, at the end of the day, I think there’s. There’s kind of three things that I would like. Three pieces of advice I would get to folks on this question. One is curate relevant, insightful sources that are manageable for you. If that means being on X, sure. If that means one or two newsletters that you find really high signal, so be it a YouTuber that you like, but relevant and insightful. Number two, I think experiment again as much as you can, right? It’s easy to consume content. It’s hard to try 10 new AI tools every week, right? So for as much bandwidth as you have, I would say, like, start with just the models. Just like get an account with a paid account. I should be very clear about this, right? A paid account and at least one either probably ChatGPT, I think that’s the. That covers 80% of people, right? And just like test it out, right? Figure out what it’s good at, what it’s bad at. It does require investing some time and effort and money into like, figuring out the cutting edge of this stuff, right? And then step three, let go of everything else. Right? And like, I know that’s so hard in, you know, the year 2025, but like, just like, stop doom scrolling, stop looking for more, for more tools, right? It’s much easier said than done. You know, I’m speaking from experience. If anything, I probably read more than like 99% of people and I still feel like I’m just like missing out and falling behind. Right? But this stuff is coming. I think by even the virtue of playing with this stuff and having opinions on it, you are probably in the, like, top 10%. Right? If you know the difference between 4.0 and 03, you were in the top 1%. Right? Of, like, AI adopters right now. Right? **Joe Casabona:** Yeah. **Charlie Guo:** And so I think it is, it is coming and it’s going to have a big impact, but it is also okay to like, you know, sandbox this stuff too. **Joe Casabona:** Yeah. You don’t have to have FOMO or FOMO (Fear of missing out) on tools. Right? Like, you don’t have to have that. Awesome. Charlie Guo, thank you so much for joining us today. This has been just a masterclass, I think, in AI and so if people want to learn more, where can they find you? **Charlie Guo:** So, you know, once again, I think for all things AI related, the best place is my substack, artificial ignorance. You can find that at ignorance AI. Like I said, you know, DMs are open, feel free to send me a message. And otherwise I am generally on and around the Internet at charlierguo, which is my handle most places. **Joe Casabona:** Nice. Love that. I just literally, as he was talking, subscribed to the paid version of his substack, so. **Charlie Guo:** You’re too kind, Joe. Thank you. **Joe Casabona:** And it’s. This was so valuable. I’m gonna have a ton of links in the show notes. So thank you so much for coming on the show. This was, this was great. I really appreciate it. **Charlie Guo:** Yeah, likewise. This was a ton of fun, and thank you for having me. **Joe Casabona:** Thank you for listening, and until next time. I hope you find some space in your weekend. ### Share: Share on X (Twitter) Share on Facebook Share on Pinterest Share on LinkedIn Share on Email

How to Keep Up With AI Without Losing Your Mind with Charlie Guo Remember when ChatGPT first came out and it felt revolutionary? Well, that was just the beginning. Things are moving so fast in the ...

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Train - Retro - The streamlined M-10000 1934 by Mike Savad Train - Retro - The streamlined M-10000 1934 by Mike Savad

The streamlined M-10000 1934
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When AI Writes Your Code: Success, Horror Stories, and What’s Next with Susan Boles Remember when coding meant years of computer science classes and debugging late into the night? Well, things ha...

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# Ask Me Anything: Automation Questions Roundup Feedback Subscribe It’s an Automation AMA! From scheduling social media content to making kids’ lunches (yes, really), fellow solopreneurs shared their biggest time-wasters. I ended up creating custom automation solutions for everything from podcast guest research to email management. Special thanks to Kit for letting me record in their Studios! I highly recommend them for **email and newsletters**! Get my free automations database at **https://streamlined.fm/automation** (powered by Kit, natch) ### Top Takeaways * **Social media scheduling can be mostly automated** using a this kind of workflow: keep video details in Notion or Google Sheets, trigger Zapier when updated, and automatically schedule posts through Buffer or similar tools. * **Email overwhelm has multiple solutions** including using Sanebox and Todoist for organization, plus Zapier watching for specific emails by subject or sender to automatically process them with custom workflows. * **Podcast guest research becomes manageable** with tools like PodMatch for automated guest suggestions, intake forms for self-selection, and Google Alerts or PodScan to identify experts in your niche. * **AI transcription and summarization saves hours** on client calls by automatically processing Zoom transcripts through ChatGPT with custom prompts for different call types (discovery, coaching, etc.). * **YouTube chapter creation gets easier** when you use tools like Ecamm Live’s marker button during recording, then search edited transcripts for your noted timestamps instead of relying on AI timing. * **The “one platform, do it well” approach** beats spreading yourself thin across all social media—pick LinkedIn or another single platform and focus your automation efforts there. https://youtu.be/FZ2RHJbogMA ### Show Notes * See the entire conversation here * How I Keep my Email at Inbox Zero * Automate Email Management with SaneBox * My Brown M&M for Podcast Guest Pitching * Growth in Reverse Podcast * PodMatch * Sanebox – Email filtering service * Todoist – Task management * Buffer – Social media scheduling * Zapier – Automation platform * Notion – All-in-one workspace * Ecamm Live – Live streaming software * podscan.fm Transcript I have a confession to make, and it’s not going to surprise anybody. I am really, really bad at social media. I kind of hate it. I hate that I need to like game algorithm. I hate that I need to format my LinkedIn posts to essentially force engagement. But my friend Chenell Basilio, who has the Growth in Reverse podcast, which I would strongly recommend, shared a strategy I really liked and it was basically, you know, ask a question and then ask a question that requires a personalized answer for each commenter and then share a solution and plug your mailing list. Now, I will say I did a very bad job at plugging the mailing list. I was so focused on solving the problem, which is like a whole other thing that I need to talk through at another point. But, I posted what’s one repetitive task eating your time? Comment below and I’ll share how to automate it. So, I’m going to go through all of these comments and kind of talk through the solutions. I will link this LinkedIn post in the show notes. I plan on doing this again very soon. So if you haven’t, you know, if you want to have an answer to a question like this, you can either write in at streamlinedfeedback.com or you can follow me on LinkedIn, and I’ll post that very soon. Now, I will say I did get some nice feedback from Elizabeth Howell on a recent episode, so I want to give her a shout-out really quick. Elizabeth said now she recommends Corey Koehler who was on the show recently. So she said. _“Loved this episode. I loved the specific examples and use cases for different AI platforms. Every time I learned how someone else is specifically using an AI platform, I gain a bit more confidence around trying out different strategies myself. This was a super helpful episode”._ So, thank you, Elizabeth Howell, for both recommending Corey and for the nice feedback. I will say over on my newsletter, I have been talking more about how I’m trying to use AI even though I am AI hesitant. And so if you are interested in that, you can sign up over at streamlined.fm/join. You can join the mailing list over there. So, okay. Let’s get into this. What’s one repetitive task eating up your time? The first comment came from my good friend Alex Sanfilippo. He said, _“Today, we started posting reels, shorts, and videos on TikTok. I’d love to just schedule all of them and have it done for the next 90 days like everything else we do with our podcast episodes. It looks like they have built-in schedulers. Any advice or thoughts?”_ I definitely like the idea of using a built-in scheduler because I feel, though there’s no hard evidence, that your reach is limited with third-party schedulers. That said, you could probably really automate things with Zapier. And here’s the automation that I recommended. 1. Keep a Notion or Google Sheet a Notion or Google Doc with the video name, text, hashtags, and publish date. 2. When a row is updated, Trigger Zapier to grab the info. 3. Have Zapier schedule posts using Buffer or another social media app. Similarly, there might be a way to do all of that via RSS feeds, though I’d need to think through that, and the trigger there would be a new item in the RSS feed. The problem is that Zapier can grab videos from like a Dropbox or Google Drive link. So if you’re uploading to say TikTok or Instagram, you can do that. Right now, with podcast RSS feeds, there’s no video tag in the RSS feed, so you’d still need to do something separately. So he said, _“ Super helpful. ”_ But this is, you know, this is something that I’ve considered for a while. I have an automation that will take video scripts and break them into, you know, links like social media posts that sound like me, and I’m very specific about making the content for that platform. Now, I am recording from the Karma Studio here at Kit Studios in Boise, and I’m here for Craft and Commerce. And Nathan Barry spoke at another event that I was part of, Jay Clouse’s The Lab Offline. And his repeated advice that I’ve heard plenty of times before, but hearing him say it hit differently. He said, _“Pick a single platform and do it well.”_ And so I think this is what I would, this is what I will consider doing again. I hate social media, but I think, you know, I want to pick LinkedIn and do it really well. And so for me, if LinkedIn has the direct Zapier integration or Buffer, that’s how I would do it. Kind of schedule everything within Notion, send it to Buffer or Publer via Zapier, and hope for the best with those schedulers, basically. My friend Vin Thomas said,_“Dishes! If you can help with that, I’ll be impressed.”_ Look, I have a dishwasher, so that’s automated. Loading the dishwasher, that’s a different story. I’ll have a nine-year-old next year, so I think she’ll be able to load the dishwasher. Talica, I think Talica Davies, I think I’m saying that right, said, _“Making my kids lunch”_ , which I thought was really funny. We did have a further conversation. I said, so much of my brain power goes to this in the morning. How do I pack a lunch for my kids that’s different enough from yesterday that they don’t eat the same thing while being similar enough that they’ll actually eat it? And something that we’re going to try for next year, right? Two of my, or two or three of my kids, we’ll be able to get hot lunch next year. And so hot lunch will help. But I think like I’m just gonna keep an Apple note that my wife and I share and we’re just going to say hey, Mondays is… this Tuesdays is… this instead of trying to figure it out because like we worry that our kids are gonna get sick of this food, but if they really like it, they probably won’t. Now, she also said, she said, _“but also anything email related or a summary of weekly client calls. Fathom helps me with that now.”_ So, I said for email, another person, Matthew Campbell, asked about this as well, and I made some recommendations. I linked in a comment. So I’ll jump out to that in a minute. But I said for summaries of clients’ calls, I’m working on, I was working on that now. And so ideally transcripts of Zoom calls will be saved into a Dropbox folder that I can ship off to ChatGPT. I am not fully doing that yet because the app I use to transcribe Zoom calls doesn’t have that automation. But I do get the transcript, and I upload it to ChatGPT with a custom prompt. And this is what I’ve done. 1. I’ve set up a custom project for different types of calls, so discovery calls, coaching calls, et cetera. 2. And then I have like pretty in-depth prompts for each of those things. So this is something that’s kind of always in flux. 3. But eventually, I suspect I’ll be able to automatically send the transcript over to Zapier, get the prompts, and get everything I need back into a Notion document or something like that. This is in the same thread. So Matthew Campbell asked about checking emails, and I said, “So I have a blog post. I’ll link this in the show notes too. I use a combo of Sanebox and Todoist to organize my emails. And then I also have like so for certain emails I have Zapier watching my email inbox for certain emails sent either by subject or sender, reading those emails for certain keywords, and then processing them.” This is something I’m really working on. I wanted to get more sophisticated with LLMs, but I really haven’t. I haven’t jumped into that yet. It’s probably something I’ll do on a live stream. So, subscribe to my YouTube channel. But this is a really interesting one because I think like Sanebox and Todoist keep my inbox light. But as far as automatically reading my emails, there’s some context checking I want to do right now. I heavily use filters, but I think LLMs will allow me to be a little bit more sophisticated than something I’m doing now. Not as sophisticated as me reading the email, but a little bit more sophisticated than what I’m doing now. Adam Walker asks, _“Finding guests for one of my client’s projects or podcasts. What do you got?”_ Okay. So, I said my first recommendation is PodMatch. It will surface guests for you. That’s like a dating site for podcast guests and hosts. Shout out to my friend Alex Sanfilippo again, but a couple of other thoughts. An intake form for people to self-select. I currently have this for my, you can go to streamlined.fm/apply, and then I have my VA and ChatGPT do some initial research. Now, I talked about this in the blog post I wrote, more recent than this LinkedIn post called My Brown M&MS, and I have a very specific ask on that form. And so if they don’t answer that question, then it’s easy. I filter out and automatically reject them. If they do answer that question, then my VA does the initial research, and I take that and do some deep research with ChatGPT. Google alerts for titles or other keywords to serve as experts in your client space. Podscan, which is essentially the same thing as Google Alerts, except PodScan will also alert you of, in podcast mentions, so you can find people willing to do podcast guesting. So, like if there’s a certain subject you’re looking for or a certain niche or a certain type of guest, you can put it into PodScan. That’s podscan.fm. And if you know, if that surfaces, if that subject surfaces for you, you can see the person talking about it and reach out to them. And then you know, this is again something I’m thinking about doing with ChatGPT, but run a zap that asks ChatGPT or some AI search to find guests every month, or what books in the client’s niche are coming out. And I think that’s a really interesting one. Again, like, you know, as I record this, I’m in the summer, there’s a lot of travel, the kids are out of school. But my live streams are going to focus around, you know, building more AI agents, I think, and I think that’s a really interesting one. Okay. Dylan Redekop. Dylan, I’m sorry if that’s, if I’m saying your name incorrectly. He said, _“Reviewing our podcast episodes and creating YouTube chapters manually for the YouTube description.”_ I’ve tried AI, but it kind of sucks at getting the timing right. I said, yeah. This one is tough. For the reasons you mentioned, AI is not actually good at detecting chapter markers. What I do is I record an ECAMM Live, and one of my Stream deck buttons is, It’s built into ECAMM Live. It’s called the marker button. And so I can press that button and it’ll create a timestamp. It’ll also make an alert box where I can type in a quick note. And so I’ll usually push that button when I’m recording, since his episodes are edited as are mine, you know, I write down what I say at the beginning of the chapter and find it in the transcript. So like, you know, I’ll take the edited episode and then I will, in my notes, I’ll say like, chapter starts, at you know what I say, blah, blah, blah. I’ll search for blah, blah, blah and find the timestamp there. It’s not perfectly automated, but it is a lot easier and it comes in handy, especially like if you are doing segmented shows. Like, the button on the stream deck is great. I know that there are shortcuts that can do that too, and I’ve been messing around with those as well. But I haven’t gotten them to a point that I really like yet, or at least not one that is something I can make available, because I’m using like a pretty specific app. Carol Brouwer says social media posts are also a repetitive source of procrastination. I said, okay, this is great. Something I do. So I do talk through this in another episode of the Streamlined Solopreneur. 1. I record a video or audio. 2. I put the file in Dropbox. Zapier watches that Dropbox folder, sends the audio to be transcribed and processed via ChatGPT. 3. ChatGPT creates the posts and sends them to Notion. 4. And then I set aside time each week to schedule out the posts. And I link to that episode, and I link to it on YouTube. So there’s a little show-and-tell feature. My friend Mick said, “Fatherhood”. I said, I suspect if I could answer that, I’d be very wealthy. So those are all the questions that came through. I hope you found this helpful. If you have a question about automation, you could always write in anytime at streamlinedfeedback.com. That’s streamlined with a “D” feedback.com. Also, follow me on LinkedIn and YouTube. I’ll have those in the show notes and in the description because I will post this question again. And if you tune into the live streams, you could always ask me in real time there as well. So let me know what are you struggling to automate? streamlinedfeedback.com. Thanks so much for listening, and until next time. I hope you find some space in your week. ### Share: Share on X (Twitter) Share on Facebook Share on Pinterest Share on LinkedIn Share on Email

Ask Me Anything: Automation Questions Roundup It’s an Automation AMA! From scheduling social media content to making kids’ lunches (yes, really), fellow solopreneurs shared their biggest time-w...

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Calculator App Discover the power of streamlined arithmetic with our Simple Calculator App, a user-friendly tool designed to simplify your everyday mathematical tasks. From basic addition ...

Calculator App #Discover #Power #Streamlined #Arithmetic #Simple #Calculator #App #User #friendly #Everyday #Mathematical #Tasks #Intuitive #Navigation #Seamless #Tool

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A streamlined J-3 class 4-6-4 'hudson' type steam locomotive of the New York Central Railroad.

A streamlined J-3 class 4-6-4 'hudson' type steam locomotive of the New York Central Railroad.

An American Locomotive Company builder's photo featuring one of New York Central's famous "Dreyfuss Hudson's," 4-6-4 #5445 (J-3) circa 1938. #trains #40s #30s #newyork #schenectady #streamlined #artdeco #steam #history #ALCO

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A streamlined 4-6-2 steam locomotive pulls a passenger train, making a station stop with a man, automobile and (presumably) a drug store visible in the left corner of this black and white photograph.

A streamlined 4-6-2 steam locomotive pulls a passenger train, making a station stop with a man, automobile and (presumably) a drug store visible in the left corner of this black and white photograph.

Seaboard Air Line 4-6-2 #865 (Class P) carrying the St. Petersburg section of the "Silver Meteor" between Wildwood-St. Petersburg, Florida. It is seen here in St. Petersburg, circa 1940's. George Pettengil photo/Warren Calloway collection. #trains #40s #Florida #steam #streamlined

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A streamlined EMD F7 diesel locomotive in a dark blue, silver and yellow paint scheme, #327, Santa Fe, sits idle.

A streamlined EMD F7 diesel locomotive in a dark blue, silver and yellow paint scheme, #327, Santa Fe, sits idle.

Santa Fe F7A #327-L, wearing the relatively uncommon "Bluebonnet" livery, circa 1972. #trains #blue #emd #diesel #70s #streamlined #where #santafe

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# I Vibe Coded a Client Project Feedback Subscribe I’ll be honest—I don’t officially do web development anymore. But when a nonprofit asked for help, I thought I could knock out a simple WordPress portal in 25 hours using no-code tools like Zapier and Advanced Custom Fields. Boy, was I wrong. What started as a straightforward project quickly turned into a nightmare of under-scoping and tool limitations I never saw coming. Zapier didn’t work with WordPress custom post types the way I expected. Advanced Custom Fields still requires custom coding for Gutenberg blocks after seven years. Google Sheets automation had quirks I’d never encountered. It was starting to look more like 60 hours, not 25. That’s when I reluctantly turned to ChatGPT for help—and it completely saved my butt. Instead of writing custom code from scratch or going back to the client with double the budget, I started “vibe coding.” I’d describe the problem, ChatGPT would write the solution, and we’d iterate together. It wrote nearly 2,000 lines of code for me, handled complex features I would’ve needed premium plugins for, and let me stay flexible when the client requested changes. The result? A 30-hour project instead of 60, a happy client, and a reminder that sometimes the tools we resist most can be the ones that save us. *Want 40+ automations plus my AI swipe files? Head over to https://casabona.org/streamlined* ### Top Takeaways * Vibe coding can be a massive force multiplier, even if you’re not a developer—ChatGPT walked me through everything and cut my project time in half * Always scope projects more carefully by testing tool limitations upfront, especially when assuming “obvious” features exist (spoiler: they often don’t) * AI coding made me more flexible and agreeable to client requests because I wasn’t emotionally attached to hand-written code ### Show Notes * I built an app with AI, and now I’m scared for WordPress * How to vibe code: 11 vibe coding best practices to start building with AI Transcript When people ask me if I still make websites, I sheepishly respond, No. Not officially. And that’s largely true. I have changed the way I do business. I know that running a web development business is not conducive to the type of lifestyle I want to have, right? I always feel beholden to the websites that I’m hosting. Like if they go down while I’m away, uh, I don’t wanna be out of pocket. And even though I’ve always made it clear that I’m not available 24/7, and I’ve taken on projects that I know don’t need to be available 24/7 or, uh, projects that if they go down, my client’s not losing thousands of dollars, uh, for every minute it’s down, I still feel, uh, responsible for that. it’s part of the reasons why I moved out of web development. Now, the reason that I answer this question sheepishly is because I still do some web development projects. I do stuff for myself, but I also do work for nonprofits when they need it. Um, I like the idea of helping nonprofits affordably. And so I’ve done a couple of website projects this year, but there’s one I’ve been working on that, uh, for a number of reasons. I under-scooped. And if it weren’t for ChatGPT and Vibe Coding, I don’t think I would’ve been able to complete the project. Welcome to The Streamlined Solopreneur. A show for Busy solopreneurs to help you improve your systems and processes so you can build a business while spending your time the way you want. I know you’re busy, so let’s get started. Hey, everybody, welcome to another episode of The Streamlined Solopreneur. It’s another solo episode coming at you, and it’s gonna be all about how I vibe coded, uh, and how it was way more successful than I expected it to be. So, uh, I’ll tell you a little bit about the project and the problem, my horrifying realization, and then howVibe Coding saved me. Let me tell you a little bit about the project and the problem. So this was for a nonprofit. Um, they manage a lot of their work inside of a spreadsheet and like a bunch of tools, Google Calendar, and SignUpGenius, and it puts a lot of work on the volunteers in the organization. And so we decided to scope a portal based on WordPress that would presumably make their lives easier. And for this first iteration, the data would still start in the spreadsheet, and then we would automatically send it over to WordPress. So, I’m thinking no custom code. ’cause I don’t, that’s just kind of like the defacto, uh, setting for me nowadays. No custom code, uh, WordPress Advanced Custom Field and Zapier. And we should be able to get this done. We testing, and, you know, some of the unforeseen, the unknown unknowns, I was thinking this would be a 25-hour project. But a few things started to happen as I began the project. And I’ll say from the beginning, I didn’t spend a lot of time scoping. Like I didn’t spend as much time as I should have copying the project. I made some assumptions about the tools I was using. Uh, for example, I didn’t know that seven years into Gutenberg, advanced custom fields still doesn’t have a native way for you to add a block to, uh, a post that includes those fields. You still have to code that custom block. Uh, Zapier doesn’t work with WordPress the way I thought it did. Uh, and Zapier, uh, doesn’t work with Google Sheets the way I thought it did. And so, as I started building, um, I realized that I should have taught, I should have spoken to the primary volunteer who would be working in this portal way earlier than I should have. But it was mostly like the under-scoping and the assumptions about the tools. And this is like a chronic problem of mine. I assume that this thing I’m thinking about is so obvious that there’s no way the software I’m considering doesn’t support it. A really good example of this is with Kit, formerly ConvertKit with their subscriptions. There’s a trigger when someone becomes a subscriber, but there is no way to know when they churn. There is no trigger when someone ends a subscription, which is crazy to me. Uh, and it’s so crazy that in their documentation, and I love ConvertKit, but like ConvertKit commerce is just like a half-baked thing, and I wouldn’t recommend it. In their documentation, they have this automation for, oh, when someone becomes a subscriber, and you know, when someone like pays you in ConvertKit, in ConvertKit commerce or Kit Commerce, I guess, now, um, you can automatically make them a private podcast subscriber and Transistor. And in that documentation, it says, uh, there’s no way to know when they stop paying for their subscription. And so we recommend that once a month, you go and manually and check and remove people from private feeds. And like, I can just like, imagine, imagine the support person who wrote this documentation like pouring bourbon into their coffee as they’re writing it. But that’s neither here nor there. That’s mostly on me, right? I should verify these features, even if they seem really obvious. I should verify that things work the way I expect. And so this project taught me a lot about the limitations of Zapier and WordPress and CF. And it’s also a little bit my muscle memory, right? Like, I haven’t done commercial web development in eight years. I’ve done my own little one-off projects and small projects for clients, and like mostly redesigns based on WordPress. But you know, I haven’t done heavy lifting in a long time. And so, you know, that it’s not like riding a bike that didn’t come back to me as easy as I expected it to. And so I start building this, uh, there are limitations to the software that I was assuming, uh, weren’t there. And then there were, you know, some, some, some scope creep ultimately came in, right? Uh, because I didn’t talk to the client enough and I didn’t understand their workflow as much as I should have. And so, you know, it was something like keying off of a column in a Google sheet to trigger the Zap. I thought that was like a one-time thing, and it’s not right. The status can change multiple times. It could change from one status and change back. And something I learned about Zapier with Google Sheets is that it will only trigger on unique values. So like, I had to build, I had to add a column, uh, for a last modified date. And then I learned that Google Sheets doesn’t automatically support this. Like, there’s no way to say like, Hey, this, this column is the last modified column. Anytime it changes at a, like at the timestamp. So, I’m sitting here realizing I’m either gonna have to buy a bunch of plugins and tools I didn’t expect to buy, I’m gonna have to write a bunch of custom code, and this 25-hour project is going to turn into a 50 or 60-hour project. And I didn’t feel right going back to the client and being like, Hey, I really messed up and it’s gonna cost you double what I thought it would. Uh, and so I started to talk to ChatGPT about, Hey, am I missing? I’m like, am I not Googling the right thing? And going through the chat history, and I did ask it to give a quick summary of what we “did together”. At one point it said like, I can build this thing for you. And so I said, yeah, okay, fine, write the code. We’ll see what happens. And it wrote it flawlessly. And so I said like, Hey, if I give you an upload of my advanced custom fields export, can you use that as the basis for everything? We’re right, we’re doing here. It’s like, yeah, sure. So I started Vibe coding, right? And so instead of going back to the client or having to hire another developer or writing a bunch of stuff from scratch, was able to use ChatGPT to do things like build an ICS generator that dynamically pulled in the advanced custom fields into a calendar invite. I was able to have it build custom filtering on my custom post type. Uh, something that I learned was that Zapier, the Zapier WordPress integration doesn’t work with custom post types, right? And so, like in where, if you’re unfamiliar with WordPress, I know I’m venturing into my old life and the old topic of this show, uh, and so if you’re a little bit lost, um, in WordPress you have these kind of default, they’re called post types. They are better described as content types. And so you have posts, those are essentially blog articles, and you have pages which are informational pages, right? But then you can also create these custom content types. And so that’s useful if you have something that is not even remotely related to posts or pages. Uh, so a good example is, you know, you have a portfolio content type where, uh, you wanna have some, some special information, right? Like the URL of the project and some screenshots, maybe a photo gallery of the project, and a case study and client information. And so I created a custom post type for this client for their portal. And I used advanced custom fields to add, uh, that additional information. But with WordPress and Zapier, there’s no native support for those custom post types. Even if you enable what’s called rest API support and say like, Hey, yes, I, I I want to be able to like get to this stuff. So I needed to work with Web hooks, right? And go like one level deeper than I wanted to, right? I wanted this to be no code, and now it’s low code, and now it’s like straight up code, right? So it kind of walked me through the whole thing. It handled a bunch of limitations for me. It wrote features for me that I would’ve needed custom or premium plugins for things. And I should say, right, these are things that I expected to be natively supported. And that’s, again, that is on me for not doing my due diligence. But, um, there were also like some, some interesting things that had to happen, right? Like there’s a, you know, a bunch of volunteers, they’re in a Google spreadsheet, uh, or in a, a spreadsheet or a CSV, and we wanted to import them. And because of the way we were handling users in this portal, thanks to an actual custom plugin, or thanks to an actual like free plugin, which is great, it wasn’t a straight, and clear import. And so ChatGPT wrote an importer for me. Uh, ChatGPT wrote, uh, a bunch of, um, access control features for me. And it, it was, it allowed me to, because of my understanding of WordPress and code, and the project, we, I was able to describe a problem and how I thought it should be solved. It proposed a solution. I tried the solution, and then we iterated on it. And so, ChatGPT helped me move faster than building from scratch. Uh, I avoided Googling and digging through forums for edge cases and trying code, uh, and then it, it also validated approaches for me, right? There were times where I’m Like, I don’t think the thing you wrote is right. And it explained why it was right. And I was like, oh, okay. All right. Um, well then this is not the right approach. And it’s like, right? Yeah. So here’s, here’s what your, what it seems like you’re trying to do, and here’s how we should do it. So, I do time track and I scoped 25 hours without vibe coding. It would’ve, it would’ve been probably 60 hours. I just clocked 30 hours. And it allowed me to remain flexible. it also allowed me, this was, this was something that I, I am considering now, but it also made me more agreeable to features that we hadn’t considered, but were probably crucial. You know, there, there was one that, that, um, in speaking to the, the main user, she said like, oh, it’d be nice if it did this thing too. And in a previous life, I probably would’ve been like, no, like we didn’t, we never talked about that. And that’s gonna, that’s going to be a lot of custom code. But I typed in the ChatGPT, and it wrote a function, right? ChatGPT probably wrote between 1500 and 2000 lines of code for me. And, uh, I’m, I’m really impressed by it. So, as a solopreneur, what should you be thinking about? Should you try vibe coding? Again, I’m a Software Developer. Well, I, I have my master’s in software engineering. Again, I haven’t reasonably been a software developer in seven or eight years now, but I still understand how Code works. And my estimation is probably similar for Vibe coding as it would be for using ChatGPT to write, uh, maybe like a little bit different. You know, if this was like a big commercial project that had to handle thousands or even hundreds of concurrent users, I would be more scrupulous about the code. I would test it, I would refactor it. But this is a portal that will have maybe 10 concurrent users at any given time. It’s a private thing for an organization of less than a hundred people. And so I’m not overly concerned about the performance. We’re also not hitting the database in any kind of crazy way. Uh, there was one function where it, it did directly hit the database. And I said like, let’s try a different approach. You know, there’s a lot of custom things going on, and I don’t want the site to buckle. So like, those are things that I knew to look for. But with me at the helm describing the problem ChatGPT was a like, ChatGPT saved my butt here. This project would not be completed in any kind of reasonable way. And I was really transparent with the client too. You know, I’m like, Hey, there were a bunch of things that I didn’t realize at the beginning, but you know, a lot of this code is written by ChatGPT I hope you’re okay with that. And they’re like, yeah, we, as long as it works, we don’t care. no matter what you do, make sure you understand the project fully. Do your due diligence in researching tools, um, if you’re going to vibe code, right? If you have no experience coding, um, try it out and just kind of see, right? ChatGPT will also**** walk you through like how to install the code or the steps that you need to take. Um, I will link in the show notes to this. Uh, my friend Matt Madero is also in the WordPress space, um, is in the WordPress space, but has no coding experience and like vibe coded a game. So, uh, you know, you can get his perspective as someone who’s never coded before. Um, but the, the, the way I’m really thinking about it is ChatGPT is a force multiplier. Something I texted my friend Brian, you know, we worked together as technical leads at the last agency that we worked at to, uh, you know, before we both went off on our own. Um, I said, if I was a Junior Developer, I’dprobably be really scared for my job. And he pointed out like, that’s probably not, and I’ve come more around to that, right? Where, um, vibe coding, right? Allowed me to think through the problem more and think more about Edge cases and iterate more quickly and get a working demo to send to the client more quickly and respond to their changes more quickly. And it allowed me to be more flexible than I otherwise would’ve been. I wasn’t as attached to the code. ’cause I didn’t write it, I didn’t write the whole thing at least, right? Actually, to be honest, I, I maybe wrote 1% of the code, little tweaks that I could have asked Chat GPT for, but I feel it is just faster for me to change that one line. So, it’s, it’s re it’s really powerful. I would say if you’re gonna try Vibe coding, even if you’ve never coded before, think of a project, break it up into pieces, and then describe the project to your AI helper. Uh, and then have it write specific features, right? Like, don’t just say like, I want a thing that does this. Break it down into smaller pieces, which is like the, the right approach for a lot of projects, right? You don’t wanna say, I’m gonna launch a podcast and then just record a year’s worth of content right on, on one day. or, you know, I want to build this notion, you know, I wanna build this notion database. And then build an entire thing in isolation. And, I think that’s like the real power of vibe coating. So, I just wanted to share as a former developer, uh, who needed vibe coating to get this project done, I wanted to share my perspective because this, you know, this helped me continue running the business I wanna run where I’m reducing friction, where I’m building more space into my life. Uh, and it helped me deliver at the level that I like to deliver at, right? Because I could have just been like, ah, yeah, this doesn’t do what I thought it did. So either we can’t do it, or you have to buy this extra thing. And I just, I don’t, that’s not the type of relationship I wanna have with my clients. Um, my takeaways here are, you know, I’m still not gonna do a lot of web work, um, but scope a little better.Uh, understand and, and, you know, the, the things I used to do on a regular basis, remember to do those things. Um, and I’m probably a little less AI hesitant than I used to be, because I am really impressed by the output. So those are my thoughts. I’d love to know your feedback. I’m sure that there are some developers like screaming I going like, yeah, but it’s not, and I’ll, yeah, no, I know it’s not. if I was paid, you know, if I scoped this as a $15,000 project, the nonprofit wouldn’t have been able to hire me, and it would’ve consumed way more of my time than I would’ve been able to do. And so, like this has enabled me to offer a higher quality project than otherwise, and stay within more or less within Scope and within budget. It’s a really powerful tool. Um, and so, you know, I often say like, if Chat GPT write to the article for you, you didn’t write it. I’m not gonna take credit for writing the code. I am more the project manager here. I put all of the things together. I created the project and chatGPT was just kind of the engine for the code, but I architected it, um, along with the client of course. So, that’s what I’m thinking. I love to hear your feedback. You can write in over at streamlinedfeedback.com, check out all the show notes to see Matt’s, uh, experience with Vibe Coding. Uh, thanks so much for listening, and until next time. I hope you find some space in your week. ### Share: Share on X (Twitter) Share on Facebook Share on Pinterest Share on LinkedIn Share on Email

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# The Human in the Loop : AI That Actually Sounds Like Me with Corey Koehler Feedback Subscribe When I first started using AI in my business, I was hesitant — it felt like a shortcut that might strip away my voice. But in this conversation with Corey Koehler, I learned that when you set it up the right way, AI can actually amplify your voice and make your work better — and faster. Corey shares how he went from spending hours grinding through client work and side projects to building an AI-powered system that slashed his production time, boosted his income, and gave him more time with his family. If you’ve ever felt overwhelmed trying to create consistent content or build your business while keeping your family first, this episode will give you a clear, practical blueprint for making AI actually _work_ for you — without losing your soul along the way. _I want to hear from you! Send your feedback to_ _https://streamlinedfeedback.com_ _._ ### Top Takeaways * AI isn’t just for shortcuts — it’s an amplifier for your creativity and problem-solving if you build the right systems around it. * Setting up “projects” inside ChatGPT (or Claude) lets you preload important context, like your business model, ideal customer, and writing style — so you’re not starting from scratch every time. * Authenticity still matters: letting AI write _for_ you without human editing risks sounding bland and disconnected — “human in the loop” is key. ### Show Notes * Corey’s Freebie * Redefining Retirement * Corey on LinkedIn _Check out my other shows at_ _https://network.streamlined.fm_ __ Transcript **Joe Casabona:** I took my kids to Disney World earlier this year, and one of the things that I noticed leading up to and during the trip is that they kept saying things like, oh, we can do this and do this, and we should do this now, and we can do this, and let’s do this. And I had to remind them to slow down. We’ll have time to do everything, but it’s hard when there’s so much to do when there are so many possibilities when you look at all of this stuff and it’s neat. And that’s how my conversation with Corey Kahler felt. We started talking about all of the ways that his AI systems have saved him time. And I wanna do a new type of episode for this show that’s more of a case study, But I found that AI to a lot of people is a lot like Disney World. There are so many possibilities. And so I think you’ll enjoy this episode. Not because you’ll come out with a super clear implement these things and these things will happen sort of vibe, but you’re gonna see someone who is really excited because AI has cut their time by 80%. And I got some really good ideas, and I know you will too. So I hope you enjoy this episode with Corey Kahler, where we talk all about CHATCPT and Claude projects and how we are using them to be more efficient so that we can do things like spend time with our family. Welcome to the Streamlined Solopreneur, a show for busy solopreneurs to help you improve your systems and processes so you can build a business while spending your time the way you want. I know you’re busy, so let’s get started. Alright. I am here with Corey Kaylor. Corey is a long time solopreneur and founder of redefiningretirement.io, where he helps Gen x creators and consultants turn their knowledge into job free income using newsletters, automation, and AI. And Corey has the dubious honor of being the first interview for this new case study format I’m trying here on Streamline Solopreneur. Corey, how are you today? **Corey Koehler:** Well, I am doing, just fine. No complaints here. Any any complaint would be a first world problem, and we don’t really have to talk about that. So **Joe Casabona:** I like that. I like that point of view. I try to think about that myself as well. And so I like, my kids will complain about something. I’m like, life is very hard for you. But they’re, like, eight and younger, so they don’t know anything else. Okay. Cool. So first of all, I did a brief info, intro of your business, but can you tell us a little bit about, like, how you run your business day to day? Like, what are the things you do for it? How do you get clients? And just, like, a quick, like, high level overview of that. **Corey Koehler:** Yeah. And just to be a little more specific and give a little more context, Kind of by day, I’m a Google Ads manager and a media buyer, so that’s kinda, like, my main part of my business. But then I also started redefining retirement as it’s kind of a side hustle, but it is more than that just because I’m definitely putting a lot more time into it, and I think that it could be something, on its own someday. And so from that perspective, I’m always trying to find ways to kinda cut time out of both because, you know, I’m trying to do a couple things at the same time. I’ve got multiple clients to manage. So, so yeah. And I think, part of what we’re gonna talk about is some of the Chattahoochee stuff that I do because that just speeds everything up, both for my client work and for my my side project, the, redefining retirement. So that, on a day to day basis, yeah, I’m using AI all the time. A year ago, maybe 25% of the time. Now, man, I don’t know. Trying to think. Probably 50 to 75% of the day is spent, doing stuff, just because once you once you build out some systems, it’s just almost kinda stupid not to in a way. You know? So **Joe Casabona:** Yeah. Absolutely. And I think, like, longtime listeners of this show will know that I have been AI hesitant for a long time, because, you know, when it first rolled out, people were like, oh, this could write things for me, and it could do all the all the work. And I’m like, what’s the point of of writing your own story if you’re not gonna write it? But but like you said, I’m using it a lot more these days. **Corey Koehler:** Yeah. And I understand the the hesitancy, and I think that there’s there’s multiple ways to look at AI. You know, you can look at it like, you know, it’s replacing all the stuff that you don’t wanna do as a replacement for yourself, but you can also look at it as as an enhancement to yourself. Right? So you’re you’re powering yourself up. You know? It’s kinda like I think about it like, like Super Mario Brothers when you’d eat the, you run into the flower, you know, and and and then you’d grow. **Joe Casabona:** Yep. **Corey Koehler:** Yeah. So I I kinda look at it like that. And it’s it’s both things. Right? It’s also an educator. So there’s so many different things that you can do with it. And when I say that I use it, you know, 50 to 75% of the day now, it’s like, it’s not all for replacement activity. It’s also for, like, ideation. It’s also for things like, you know, problem solving.bLike, hey. You know what? Give me you know it it already knows so much about me. Like, I’ll just have it look at what I’m doing. Am I missing something? And are there any blind spots? Or if I have a business idea or a product idea, I can, you know, give me the pros and cons. Tell me if this is a good move. So you’re doing stuff like that. I’ve also entered in, like, for instance, if I hear somebody in a podcast, I might ask, JCPT if they’re familiar with the author. Right? And it would be, you know, hey. Are you familiar with The Four Hour Workweek by Tim Ferris? It’s like, yes, we are, Corey. You know? Or yes, I am. Or and it will kinda give me a layout, and then you can kinda use it as a study guide. So there’s just, like, there’s just so many different things. And in all of those activities that I just described to you, may not have been possible in that short of a time frame, you know, a year ago or even three, four years ago. And and, also to give you context, I started doing, Internet marketing back when I was working full time in the mid or in the mid two thousands. A re you know, I used to be a mechanical draftsman, and, you know, I did a lot of this stuff at night. And some of the stuff that I would work on at night with some of my first couple blogs and newsletters were I mean, it’s you can only do, like, one thing at at night in a couple hours. Like, whereas now, a lot of that stuff, I could do what I did in a week, you know, in a couple hours. You know? So it you know? So a lot of things have changed over the last, you know, eleven to fifteen years of doing this kind of stuff. **Joe Casabona:** Yeah. You know, it’s really interesting, and this is probably, like, something I will lay out in, like, like, a a bonus episode or over at my audio notes podcast because I was a developer, and and I don’t do that day to day anymore. But, like, I still need some code snippets and boy, oh, boy, AI has been really good for that. But something you shared with me in our kind of, like, pre interview call is, that you have you know, that you’re probably me. You’re probably me, like, I’m you ten years ago. Right? Something like that. Right? Like so you had small kids when you were working at night, and even, you know, you have, even, like, three or four years ago. And I suspect that you also wanna be a present dad while running your business. And so, like but what did your workflows look like before AI? Like, was it like you didn’t feel like you could get enough done in the day, or were you I always worry about sacrificing family time for work. **Corey Koehler:** Yeah. It, there’s kinda, like, two parts to this because there was a there was a pre full time Internet marketing guy and a, you know, and a post, you know, when I went full time. So 2013 is when I went, like, full time. I’m all in, digital entrepreneur, whatever you wanna call yourself, solopreneur these days. And before that, it was definitely very tricky, and my governor was my wife. You know, like, what you know, why are you spending all this time and da da da da? You know, you’re always on your computer doing stuff. So I had very little balance at that point. So it was just just grinding away. I was ex you know, I was excited about what I was working on. I was doing this, and she couldn’t see the value necessarily. You know, it took her a long time, but she just looked at it as me just playing on the Internet. Right? **Joe Casabona:** Mhmm. **Corey Koehler:** Which she doesn’t think that way at all anymore, just for the record. But, but, yeah, that was that was the thing. So so just by her having to tell me that, I did not have that sort of a, of a balance. You know? I wasn’t completely absent. You know? I I was, you know, I was still around. I was still at home. You know? I’m doing stuff, you know, helping with supper and going to, you know, the sporting events and stuff like that. You know? So for that stuff, yes. Now post, you know, being full time, on the Internet I know that sounds weird to say it like that on the Internet. You know? Yeah. Post that, when I was full time, well, then it opened up a lot more, opportunity because now it’s like, you know what? I don’t have to ask my boss if I can leave, you know, to go to my daughter’s gymnastics meet, you know, because we gotta leave town, or my son was a bowler. So, you know, there’s all these scenarios. Or my wife had stuff that she needed to do, so, like, it would be my turn to take care of running the kids around town or cooking supper that night. So it made things a lot easier from that perspective. So just that, just eliminating the the full time job and having a boss, was the biggest time save or at least, you know, quality time generator, I guess. Yeah. **Corey Koehler:** I don’t know. So yeah. Because there’s so many things that I never if I was not full time doing what I’m doing and I wasn’t able to, you know, work online and control my own schedule, there’s a lot of things that I probably would have missed out on or just wouldn’t have been involved in, over the years. And I take it for granted now. I mean, this is my well, so 2013. This is I’ve been eleven years in. It it’s almost getting to the point where I kinda forget a little bit about what that was like. And it and it gets easier too because my kids are now I I have one that’s, you know, out of college. I have one that’s in college, and then I have one that’s, like, you know, in the middle of high school, like a sophomore in high school. So it there’s there’s a lot more time, you know. But still, you know, we we still go, you know, get it perk our daughter up from college. There’s still my my other daughter still does, some sporting sport activities and stuff like that. So we still can just, hey. Leave in the day. We’re gonna go watch Maggie do cross country today. It starts at you know, we gotta leave at two. I’m gonna ask my boss. Hey, Corey. Yep, Corey. Okay. Go ahead. You got my permission. So Yeah. I don’t know. Does that answer your question? I mean, I don’t know if it’s like **Joe Casabona:** Yeah. Well, I mean so, I mean, this is the thing. Like, everybody’s business is different, and I’m like, I am starting what you are ending. Right? Like, my daughter plays cello, and my son is starting baseball. And, you know, my kids are eight and younger, and so, I’m starting to enter the thick of it. Similar to you, like, I left my full time job. I mean, I was always, like, a freelancer. I tell people I was, like, a realistic, less attractive Zach Morris when I was a kid. Like, I would figure out how to make money in high school, but, like, not by, like, renting out the parking lot to a car dealership, but by, like, burning Mercedes for people. And I’ve I’ve, like, always carried that with me. And, when I left my full time job in 2017, it was basically, like, I either work for this agency where we’re doing work for, like, Fortune 100 companies, and then I have to either give up my side hustle or miss out on family time, and I decided to give up the full time job and make my side hustle my front and center hustle, and, you know, not miss my daughter’s first steps because I had to work late for for someone. So, I I think like that, those decisions are really important. But then I think, you know, my whole business is staked on this, and it’s my experience and the experience of a lot of people as well. When you’re the when you’re the source of the paycheck, there’s this extra pressure where you might feel like you have to work more to get that extra client so that you can make payroll this month. Well, that is that is a big one. And to just sit here and say that, like, I never experienced that, and it was, like, easy and oh my god. You know? Because I literally had a time when I was man, I would say, like, about 2,015 to 17, somewhere in there, where my wife asked me, like, how much money I have that month, and I literally only had, like, $500. That’s all I earned. And you wanna talk about feeling like the worst dad in the in the planet, that will do it right there. It was it was a it was a very it was a low point. So I ended up having to take, some side jobs, like some, you know, go back, and it it sucked really bad. Trust me. It definitely tested me. But, you know, the silver lining was, you know, one of those jobs turned out to be, a sales related job. I answered an ad one day on Craigslist of all places. There was, like, an RV dealership that was Nice. That was, like, hey. You know, we need somebody to manage our website. I’m, like, I’ll tell you what. I’ll manage a website. I also noticed that you’re not doing Google Ads. I can help you with that too because I think that would really help you. And all I ask in return is that, like, you teach me how to do sales. Right? So I was doing, like, hand to hand sales at RV and boat dealership, and that was when the light bulb went off, with with me as far as, earlier in my business. I just wasn’t answering objections. I just didn’t understand how to do sales very well. Mhmm. So I would have super feast and famine moments, as, you know, as a freelancer. Right? Because you’d you’d have somebody and then all of a sudden, boom, two clients are gone. And you’re like, oh, now what? You know? So I learned how to, you know, stay consistent with my prospecting. I also learned how to answer objections so that people were, you know because pre those days, it would be like, hey, you know, sir, do you like Google Ads? And they’re like, no. It sucks. It doesn’t work at all. You know? And you’re like and before that, I’d be like, oh, okay. I guess you’re not a client, you know? Right. But then post sales knowledge, you’re just like, well, why is that, sir, that you don’t like it? And then they go on to tell you that their their cousin Eddie, who learned to fake you know, Google Ads a week ago, started running the campaign. **Corey Koehler:** So you’re like, oh, well, that’s why it didn’t work. Right. Right. You know? So so then now I could at least lead him down the path, and that just kinda broke everything open. So, anyway, I’ll stop there because I was kinda going off on a tangent for you. But just to give you an idea. **Joe Casabona:** But I think this is helpful. Right? Because it it is that and, like, I went through it too, and I’m lucky that my wife supported me. And I had supportive friends too who were like, dude, like, you were born to be an entrepreneur. Like, this is who you are. Don’t let, like, a rough patch set you off that path. And my wife is a nurse, and so, like, you know, it it we had money coming in, just not as much as I felt we needed. And it so everybody you know, I think, like, a lot of people hit that. Right? And I think it’s like the Internet hustlers tell us, just quit your job. **Joe Casabona:** Just launch a website. You’ll make money. And it’s like, it’s not that. Right? **Corey Koehler:** Well, I I will tell you, like, that’s, like, one big thing that I’ve noticed over the years is there was a lot of guilt about that. You know, it’s like, what am I doing wrong? I’m the I’m not moving as fast. And trust me, there were a lot of times where I stopped a little too short or I didn’t do a little bit of this this or a little bit of that that probably could have, you know, magnified the success of a particular project. But, one thing is you really have to be careful who your gurus are because, you know, like, let’s just take Dan Coe. Nothing against Dan Coe. He’s a great guy. You know, even a Justin Welsh. They don’t have kids. They don’t have kids. So if they’re gonna sit there and tell you that you need to, you know, you need to do this and, you know, you have to do this and just, you know, hey. Spend, you know, I get it. And that’s where they’re at. They’re maybe not Justin Welsh, but in Danco’s case, he’s like a younger guy. So what does he have to worry about other than just making his business go every day, or, you know, go and drink with his buddies at night? I don’t know. Whatever. **Joe Casabona:** That’s Right. That’s what I would have been doing at his age. **Corey Koehler:** Yeah. But, yeah, once you have kids, other than the time factor, just like you said, there is an extra wait, because now you are, you know, one of the main sources of income for your family that makes the difference between whether your kids eat, whether they can sign up for gymnastics for **Joe Casabona:** Mhmm. **Corey Koehler:** Thousands of dollars a year. It’s crazy. Right. You know, so Yeah. So, yeah, it’s, it’s definitely a a shift. So you just be careful, you know, who your goos are. I always tell people that. So **Joe Casabona:** Yeah. Yeah. I I like that a lot because it’s true. And then, like, we always we always we always show the rosy pit. Right? Like, look. Again, like, I don’t wanna, like, dump on anybody. They’re obviously very successful. But, like, Dickie Bush posted something on Twitter a couple years ago that was like, here’s how you make a million dollars. Come up with a good idea. Your customers will sell it for you. And I’m like, you know you you know that’s obviously not true. Yeah. But people who are, like, just getting into it are like, oh, all I need is a good idea, or all I need is a website. And it’s like, no. You you need time to sell, and you need to understand the sales process. **Corey Koehler:** It’s a very tricky situation, and I’ve thought about it a lot, like, especially with my new project with my redefining retirement because it’s a fine line that you have to walk. Because, you know, there’s that old line, like, you attract bees with honey. Right? Mhmm. You you sell people what they want, not what they need. And you have to and and that’s, like, totally real. You know, it’s just like somebody like, hey. You really should be eating your vegetables every single day, buddy, you know, because it’s gonna help you live longer. You know? But it’s like, no. I mean, you can’t do that because just, you know, human nature isn’t gonna you know, they’re not gonna they’re not gonna be like, oh, yeah. You’re right, man. I’m gonna start eating broccoli every day because you said that was the key to living longer. You know what I mean? It’s like, no. You have to reframe that, to capture their attention, to get them to start to listen to you. And then eventually, you, you know, you give them, like, hey. Look. You know, if let’s be to you know, let’s be real now. You know, you have to do this. And it’s the same thing with I’m always trying to find that balance of, you know, what is what is Corey being, like, you know, guru guy versus, you know, like, realist. Right? Because I can’t be too real because, you know, they don’t wanna know how much it sucked to be, you know, telling your wife you only have $500 a month for a month. But it was a very pinnacle, very, it needed to happen, and it was the thing that was able to propel me way past what I had for, you know, just what I was making on a in a yearly salary, at my former position. So it’s just it’s just part of the deal. But **Joe Casabona:** yeah. Yeah. It almost, well, I wanna get to the system next, but it almost reminds me of, you know, I used to think that if I ate spinach, I’d immediately get mussels because of Popeye. I can’t, like, build Popeye cartoons. And it’s like that. It’s like, yeah, eating spinach is good for you, but you’re not gonna instantly be so strong that you could take on, like, a group of bad guys. Right? So, it is it is finding that balance. Right? Like, how do we we do need to capture the attention of our audience and then bring them in and show them the right way to do it. **Corey Koehler:** And and I think too and I’ll I I know we wanna get to the next thing, but the I guess the last thing I’ll say is I really think that, you know, discussions like this, like us on a video, on a podcast goes a long way towards that. Right? And, you know, when you have when you can only use text a lot of times, you kinda have to grab their attention that way. Yeah. But if you can get people to listen to a podcast and really hear my voice and hear your voice and kinda be like, okay. Well, yeah, this guy, you know, he’s living proof that this works, you know, but there are some things I have to accept, you know, like, if I’m gonna actually get this thing to work, you know, and not to say that there’s not exceptions because there’s those too. But so **Joe Casabona:** yeah. Yeah. Yeah. That’s that’s a really good point. Okay. So let’s move on to this system that you built. Right? So you you went through a tough time in your business. You’re you came out of it on the other side, but you know you can be working more efficiently. Right? So tell us a little bit about what led you to build the system that you have now, and then, like, what’s the input and the output. Right? I think this is a really like, what do you put into it, and then what do you end up getting out of it? **Corey Koehler:** So just to be clear too, this isn’t a system that’s been around since whatever because it’s only been around for maybe a year because Mhmm. I didn’t have AI, you know, in 2017. So so when I saw AI, it was just like, oh my god. All of a sudden, there is so much more in my business that I could do. In the old days, it’s like I couldn’t just whip up a a blog post or a content plan or whatever. I would have to go hire somebody, maybe get a copywriter to help my client and myself, maybe a developer depending on what, you know, what what their, technology stack was. You know, so it’s like, so, yes, this is, like, in the last year, but, like, once you see it, you’re like, oh, okay. Like, now all of a sudden, there’s, like, a lot of plates I can spin, where I can only spin one plate before. Yeah. So that’s kinda how it it kind of developed. And when I started this redefining retirement, that was one of the reasons I started it, and that’s why I think it’s important for everybody to have a side hustle. Even if you’re at work and you’re just sitting there every day, have something that you can play with on the side. Like, because with this, with my newsletter, with all that stuff, I mean, it it helps me use all the tools and just kinda stay relevant and stay in the game. And that’s just kinda the way it it happened. I slowly just started, you know, geeking out on everything. I used to save, like, a million prompts, you know, like, to do every task that I possibly could. That became a little tricky after a while, you know. But the tools got better where you don’t necessarily need the great prompts anymore. Or, I started learning about, like, GPT projects, like ChatGPT projects. Claude has projects. And they also custom or, ChatGPT has, custom GPTs. **Joe Casabona:** Right. **Corey Koehler:** So now instead of every time you go into, like, a blank and you’re looking at a blank prompt and you have to give it all this information right away, like, okay. Here here’s more about my business again, or here’s more about my client. Here’s what I’m trying to do. You know, instead of, you know, seasoning it, for lack of a better term, with all this information, now you can build a lot of that information upfront. You know, you start with an offer. You start with a a persona or two, that you’re trying to target, and then you kinda build out a business profile. And you have, like, basically the base of, everything that you need. You put it into the, project, and now you can start creating whatever it is you’re trying to create, starting from not from zero, basically. Does that make sense and answer your question a little bit? **Joe Casabona:** Yeah. Yeah. I think so. And I think this is this is, like, really important stuff. Right? Because something that I struggle struggle to still struggle with is, like, doing the appropriate amount of, let’s say, user research for something I’m thinking about. And, like, nothing can replace talking to actual customers, but if you don’t currently have actual customers or you’re testing a new thing, it’s kinda good to I use the developer term of rubber ducking, and, like, this is a term I’ve learned that only developers use. But it’s, developers we talk out our problems a lot when we’re trying to code, and so, some developers would keep a rubber duck on their desk and talk to the rubber duck. And so that’s why it’s called rubber ducking. So I like to rubber duck a lot with chat g p t. Right? I’m thinking about this. What about this? Oh, have you like, what are 10 questions I should ask sort of thing? **Corey Koehler:** Yeah. And, it you it’s the rubber duck is throwing me off. I’m just I’m like because you’re saying the same thing that I would tell somebody when they’re like, have a persona or an avatar avatar in your mind when you’re writing. You’re always writing or building to one person. Just put somebody in your head, and that’s who you’re writing to. It makes it simpler. Right? Because when you’re trying to write for a thousand people, it makes it way more difficult. Yeah. I’m a songwriter. Same thing applies. Right? So that’s basically what you’re talking about. And the great thing about, like, the project angle, and the GPT angle is that, like, you know what? When you have tasks that you’re gonna be doing a lot of, you just you just build it up front, which it’s not that big. You just use chat you can use chat g p t to build it all. And then that’s way that way it’s not starting from ground zero. Because if you just go to chatgpt and you just start with a brand new account with nothing, it knows nothing about you, and it will go find you all kinds of information. You know? Like, any it’ll give you anything. You know? So you need to you need to put that lens on of, like, okay. This is all the criteria that we need to fulfill. Now give me the answer through that lens. And that’s where that’s where the time savings comes in, like, really quickly. And then once you just get a little bit more advanced, you can really have, you can really start to dial in just separate parts of projects, you know, whether it’s a social, campaign or building, like, Google Ads campaigns. I I have all kinds of tools that I just start to build them, and it just starts slicing time out of every one of those tasks very quickly. **Joe Casabona:** Yeah. Absolutely. So, so let’s get specific with a project. Something that we’ve talked about is your blog letters. Right? Your blog post newsletters. I really like to focus in on that because people, writing is hard. Right? It’s a muscle that you need to, to work out. And, I feel like for a lot of people, chat GPT has made it easier. **Joe Casabona:** I don’t use it for writing completely, but I will use it to, proofread to make sure my idea is clear. And if I’m telling an anecdote, I usually, like, double check in chat GPT. Right? Oh, was it, you know, was it, Jim Leiritz who, caught this perfect game or whatever or Jim Abbott who who pitched the perfect the no hitter. Right? And he only had one hand or whatever. So, those are things I already knew, though. So but Yep. If I’m double checking something, right, that’s a good place for chat g p t. So so tell us a little bit about your, let’s talk specifically about one of your projects, and I’d love to talk about your blog letters here too. **Corey Koehler:** Okay. So how I would do it with, and and just to define what a blog letter is, I Yeah. I think this term existed before I said it, so I’m not gonna sit here and tell you that I just reinvented the wheel and, you know, everything’s awesome. But it it’s just the idea of, like, one of the reasons I use Beehive, for instance, is because they make it very easy for you to, create a piece of content, and you can send it, you know, simultaneously to an email list, and then it also posts as a blog. So if you just put a little bit more thought into it, you you’re saving a lot of time, a, because in the old days and, when I talk old days, I’m talking mid two thousands where I got a WordPress site and it you know, we’re WordPress two point o, **Joe Casabona:** and then we’re going way back. Yeah. And it’s like you would have to, like, you’d you’d have a blog post, and then you’d be like, okay. Now I gotta go fire up my, you know, Aweber or Mailchimp account, and then I gotta, you know, send that out so that they come back to my blog and read it. Well, now it’s like it happens in one shot. So right there, that’s a time savings. The other time savings that comes from that particular part of, creating is that well, if you think about it a little bit, you can kind of create your content. So it’s SEO optimized. Right? So now you’re giving yourself a shot, with one piece of content. You’re giving yourself a shot to kinda rank in search engines if you put that piece together correctly or in a certain way. Yeah. And SEO is going through a lot of changes right now because of the AI stuff, but there’s also, you know, AI will find your content as well. And I’ve had a few I had my first lead, I shouldn’t say lead, but my first subscriber from ChatGPT, BT, like, about two weeks ago. I was like, oh my god. Look at that. And it was from a an article that I didn’t necessarily, like, I didn’t necessarily, like, angle it towards any AI search engine or whatever, but it just picked it up. **Corey Koehler:** And it must so I don’t know. I don’t know exactly how it got there, but I’ll take it. But you can see, like, you’re just making one piece of content. It starts to kinda branch out. And as far as what you’re talking about before, as far as actually creating the content, well, that, you make a good point. That’s the same thing I do too, because I have a million quotes in my brain from, like, all these year, you know, seventeen plus years of marketing online. And like, who did say that? Usually, I go to perplexity. I don’t know. I kinda trust it just a little bit more, but, I’ll go over there. And same thing with statistics. If I see people you’ll see a lot of people throwing statistics out there. I’ll go and I’ll dig for the, you know, the literal study that had that particular stat. You know, because sometimes you’ll find that it’s just yeah. They’re just made up, you know. So I will use it for that. And then as far as creating the content, I’ve done it both ways. When I first started redefining retirement, I was writing these and editing them myself like I would in the old days when I wrote blogs. But as I learned more about, AI, well, then I started, okay, how much of this can I do with ChatGPT? And I did write some, like, here, ChatGPT, just write everything for me. And it was just like, no. You know? Like, Claude like, Claude was better. Like, it it like, Claude, I think, does a better job. ChatGPT is better now just in general. But no matter what and understand that I am a songwriter. You know, I have a couple albums, and I think about, you know, authenticity and cred, you know, street cred, all that stuff. So this stuff is all circulating in my brain, and I need to make sure that something has a piece of my soul in it every time. Right? So **Joe Casabona:** Yeah. **Corey Koehler:** It basically would eliminate your soul, element into your content. I just made that up. I should maybe **Joe Casabona:** Oh, I see. **Corey Koehler:** Blog post. But Yeah. But, but, but yeah. So you I learned how to, there’s a there’s a guy one of the I’m gonna give him a shout out. Russ at, jointheclick.com. He they they’re it’s like an AI marketing community. Like, we’re this is where a lot of I learned a lot of stuff from him about this, but he always talks about human in the loop. I’ve heard this from other people too. So not just him, but human in the loop, meaning that, like, you know, you can go and just tell AI to write the article for you, you know, take it, paste it, slap it, you know, but when you use a human in the loop, basically, you you do check ins. Right? Like, create this part, check-in. Create this part, check-in. You know what I’m saying? So you’re not just letting it run free. You’re you’re guiding it along the way. So a lot of the way I would create content now is, yes, I might still have those days because I still write as much as I possibly can almost every day if I can. Just old school, just get on the thing or on my iPhone when I’m out for a walk. But I’ve also started doing stuff, like, where I’ll use, like, Whisperflow, where I’ll just, like, dictate something. I’ll just gush stuff out of my brain onto you know, in a Notion and or I’ll just brainstorm just whatever my article idea is with my research. I’ll, you know, copy paste and put different, you know, references in there. And then I’ll go, okay, ChachiPT. Let’s, let’s let’s just reorganize. Let’s shuffle let’s reshuffle this. It’s you know what you know what I’m saying? Like, it it’ll just go through. It’ll be like, alright. And it already knows because along with those projects and, like, the custom GPTs, you know, I built out, like, a rubric. I’ve built out, you know, a a style guide so it knows exactly, like, this is how Corey writes. So I trained it on, like, years of my writing. I I happen to just have blogs from, you know, going way back almost seventeen years, you know, so not everybody has that. But but over time, so now it it gets way closer, to to everything. But it’s still my voice. It’s still my original idea. It’s just that it might be more easier to digest because I didn’t have a sentence that ran on for, like, you know, two paragraphs, you know, you know, or something like that. Or Yeah. It’ll make it just a little bit more clear by just moving things around. So I use it like that, but it still has my essence available, you know, like, in in that. And that’s and that is the sweet spot. That is what we all have to keep in mind as humans as we go into this whole era is that humans do business with humans. Humans wanna talk to humans, so that is the secret sauce. So I wanna protect that. So I’m not all in, like, with that. And I know some people do that, but, you know, whatever. **Corey Koehler:** It is what it is. **Joe Casabona:** Yeah. And it’s it’s the stuff that that isn’t gonna stand out, I think. Right? Like, I you know, I had a spirited debate with my friend Alastair about a year ago. And towards the end of our debate because I said, saying you used AI to write your book. Like, saying, like, AI wrote your book for you, essentially, is like saying you used a car to run a marathon. Right? Like, it’s like, sure. You you did it, but did you do it? And he said, like, what if I fed ChatGPT everything I’ve ever written up until this point? Then would you agree that Chat GPT wrote a book by me? And I said, no. Because you have life experiences beyond what you wrote about ChatGPT doesn’t know what happened to you today or yesterday if you didn’t write about it. Yeah. And all of that is what makes us human and what makes good writing good writing. **Corey Koehler:** One thing I learned too when I was I was really skirting the edge of, like, you know, 100%, you know, written by the AI was, I would realize that some of the like, people would ask me questions about my content. I’m like, you know what? I didn’t I didn’t write it. So then you don’t remember all the bullet points. Yeah. You know, you’re like, oh, crap. Like, you know what I mean? So then I started, you know, then the then the street cred muscles started going off, and I started feeling like an imposter because I’m like, well, I really need to focus on really understanding this stuff before I start to do it. And one of the ways that you do understand it is is writing about it or at least trying to get it out of your head. You know, and I’m not gonna say that I’m, like, just super, like, purest with this stuff because, you know, there are deadlines sometimes, and you can’t get every single thing going. But it’s definitely something to think about, and it’s definitely not something I’m doing, you know, 100%. So so, yeah, a lot of things, to unpack in that little conversation we just had. But **Joe Casabona:** Yeah. So so let’s let’s bring it back to the actual systems prompts, because I think I suspect that people are listening and they’re like, okay. Like, I’ve heard of projects. They haven’t really worked for me. I still don’t think Claude sounds like me or whatever. If if someone wants to recreate kind of what you’ve done for themselves, like, what do you recommend them do? What do you recommend that they do? **Corey Koehler:** Interesting. So you’re just talking about, like, specifically the projects type of a is that what you’re **Joe Casabona:** Yeah. So, like, so, like, this, you know, the this kind of use of AI in the projects, they’ve helped they’ve helped you be more efficient. Right? Like, you can you said earlier that, like, the things that you do in a day used to take you a week. Right? So, like, if someone says, like, I want that for me. I spend five hours writing my newsletter every morning, and I feel like it’s good, but I feel like I can do it in less time. Like, what what should they do? What have you done to solve that problem? **Corey Koehler:** Okay. One I’ll one I’ll think that I thought of, like, when you were talking earlier about, like, trying to get feedback from actual people, which I highly suggest, you know, talk to your customers. But I would say this though, that, like, there are I have a prompt that, like, if you want to, go out there and look for the voice of the customer. Right? So you can use, like, a deep research on Chegg PPT, and you say, okay, here’s a couple competitors. I want you to scour Reddit, Google business reviews, Quora, like, whatever. And it will go and it will think for, like, twenty minutes, and it will bring back basically what your client or your customers are talking about in their language. Right? So that would be one way to do it. So then now you have this document that you can dump. You can, I like to save everything, like, in a Google Doc, download it onto my hard drive so I always have it no matter where I’m at in a LLM? Mhmm. I can always upload it. So that would be that right away gets you very fast. Then that would have taken days, probably. Right. Maybe weeks. I don’t know. Depends how deep you’re gonna go. Now it takes maybe twenty minutes, with the deep research situation. As far as, like, the other stuff, like like I was mentioning before, like, I’m gonna go and build, a persona. I’m gonna go build an offer. And how I would start is go find offers that you like. Like, if you are, and and maybe I take this for granted because I’ve been marketing for so long. It’s like, I can always think of frameworks that I always liked. Going back, like, ten, fifteen years, I’m like, oh, god. There was this guy that Jeremy Schumacher, you know, Schumacher from Schumacher used to do, but I don’t even know if he’s around anymore. But, you know, he was a big Internet marketer back in the day, and it’s like, oh, that’s right. You know? And if I have a PDF somewhere buried in my hard drive, I might tell, I’ll actually tell Jack JCPT to, like, define it, break it down, put it into a framework, and then I’ll go and I’ll start, like, workshopping it into, a prompt. Right? And then and then that can help me create the documentation that I need. If you know of, a customer that has a really good offer that you like, you can take that particular offer, tell ChatGPT to basically define it, break it down. Maybe you can grab two or three offers from somebody that’s in your, and have it compare them both. And then go and tell it to create an offers in a certain structure. It helps to have frameworks. That’s one of the things that I learned from all the different AI courses I’ve taken is how to have, like, a good framework. But you kinda know this stuff. You can go find blog posts. You can find, notebook l m is great for this. Like, if you know there’s a YouTube video out there describing, like, how to create something in a specific way, go grab it, dump it into, notebook l m, and now they have, like, mind maps. Right? So you can now you have a complete structure, you know, and then you just go and you create, you just tell it, create an offer for this. But here, change these two things, And now you make a template. You download that. You slap it in your you know, wherever you wanna save it, and then you upload it into a project. And now from that point on, you always have that as your reference. Right? That is my offer, or that’s a framework I can use to create another offer. Same thing with a persona. You know, you can find the exact definition of a persona. There’s probably a million articles and a million of YouTube videos out there explaining how to create, you know, how the best way to do a persona. It might be a little different if you’re selling, shoes versus selling, you know, a $500,000 piece of, you know, CNC machinery. You know, it’s gonna be a little different, but go find one that you think is good. Build your template around that, and then that’s what you would use to start, populating your project so that it knows more about you and your business and your offer and all that stuff. So is that is that kinda what you’re looking for? So I think let let’s let’s, I wanna turn this into, like, a couple of steps. Right? So, like, it sounds like take a problem you have. Yep. Workshop it with Chat GPT, and then essentially leverage ChatGPT to build out the project instructions. Right? And I think if if someone hasn’t used a project in either ChatGPT or Claude, the way it works is you are you are essentially creating a folder with folder wide instructions. Right? It’s you’ve got project instructions, and you’re like, for this project, I hate the URL whatever. Like, you’re a marketing expert, but everyone tells me it works. Like Yeah. **Joe Casabona:** And You have to give it instructions. Right? Like, you know Yeah. There’s a million different I shouldn’t say there’s a million, but there’s dozens of, frameworks to use, you know, the role, goal, con you know, role, all that, those types of things. You still wanna give it instructions as to what exactly you want to do. That also is another thing. Like, one of the coolest ways I’ve ex I’ve I’ve seen people explain how to create instructions for either the custom GPT or for the, or for, the projects is to go find job description. Like, say Mhmm. Like, you go on, like, a, maybe a, I’m trying to think, like, some some there was a great website, and it’s buried somewhere in my notes. LinkedIn jobs. Yeah. Yeah. **Corey Koehler:** Yeah. There there’s there was one where he had where it described all these jobs. It was a giant, directory, and I can’t remember. It’s buried way deep into my notes somewhere. But you would just go on there and it described everything perfectly because people would use that to build their resumes off of or they would use it to build, job descriptions. Yeah. Or an employer would would use it as, like, a template to create, a job description too. Right? It’s like, hey. We’re looking for whatever. Here are your duties. Here are your well, just go grab something like that, and, you know and and all this kinda led me to just trying to document my stuff more. Like, I use Notion a lot because I’m always trying to write down my processes as much. And I was horrible at this the last ten years, but it’s like but, man, I’ll tell you what. When you start doing this, now it’s very easy to just start dragging that stuff in the chat g p t or into any AI that you’re using. And now it’s like you you see how I’m saying? Like, but you you would start from there, like, with the role. It it just **Joe Casabona:** Yeah. **Corey Koehler:** And t’s kinda crazy. But, like, once you start using AI a lot more, you start to realize you can use it for everything. Like, you I can use it to create something to help me create other things. You know what I mean? It’s like you’re it’s yeah. It’s just it starts to blow your mind after a while. But, yeah, you, but that’s how I would do it. Just start from, like, zero and just start building out. **Joe Casabona:** Yeah. I I I really like that a lot because I think, like, I you know, it’s one of the things that ChatGPT does is help with blank slate syndrome or blank canvas syndrome. Mhmm. But when you’re starting a project, you can almost feel that way. And so, like, just getting the start of, like, hey. I need a project to help me with my podcast show notes or my marketing efforts. So, I I really like that. Okay. So I want to, wrap up here. As usual, we’re going overtime. But, if I wanna ask you, I know you mentioned it earlier, but, like, how how much time do you feel like this saves you in in a week? Or, like, or, let’s not even just time. Right? Like, what is what is the positive impact it’s had on your business and your life since implementing or since, like, integrating this stuff into your workflow a year ago? Corey Koehler: It allows me to do more, which is a super obvious answer, but it’s like and I’m able to offer more, what am I looking for? More services to other people. Like, for instance, on my on the Google Ads side, on my media buying side of my career, it’s like, in the past, you know, two, three years ago, like, I had clients. It’s like, you know, I’m gonna have to convince them to go and hire a copywriter for, you know, who knows how many, you know, hundreds, thousands of dollars to to hire a copywriter. Now we can get pretty damn close. I’ll just hop on a a call with a with a client, and we’ll just talk like we are right now on, like, Riverside or name your, you know, video conferencing. And now we have a transcript. Now I can take that, and I can create that. I can create all kinds of content out of what we just talked about. I can use it to build landing pages, copy, and all that kind of stuff. Like, I I have a custom software company. This is exactly what happened with us. And they have all these case studies, but they’re, like, they’re all they’re programmers, dude. They don’t wanna sit there and, like, hammer away on case studies and whatever. So I’m like, here, Give some to me. Boom. You know? And I just started, you know, went and phoned a great example of a case study. Mhmm. And then I just went and built their case study with that template. So that that’s one huge way. Other than that, I would say that a big time saver is it’s kinda like a there’s a checks and balances kind of a way that I use AI as well. A couple weeks ago, I just did a blog post on this. It was like a meta coach, and you would go ask it, you know, like, hey. Am I am I staying on the right path? And this this is a huge time saver that you can’t really put a number on it, you know, because once you start veering off the path, you know, you don’t know how much time that’s gonna cost you because, you know, you don’t know what you don’t know, but it will keep me in line. Right? I don’t trust it a %, but I would say 80 to 90% of the way there. It’s like, it understands what I’m trying to do, and it’s like, hey. You know, maybe you don’t wanna, you know, write a blog post or you’re starting to get off topic a little bit. You know? So, like, just ideation save me time from going down the wrong path or choosing the wrong business opportunity because it already knows my skills. It knows me. And those are more higher level probably than what you’re looking for. But **Joe Casabona:** Yeah. So, like so, like, have you been able to, like, you know, take more vacation, spend more time with your wife? Have you you know, you don’t gotta give me numbers, but, like, have you been able to work less or make more? Like like, what’s, what’s something that this system has really done for you tangibly? **Corey Koehler:** Yeah. Definitely make more because, you know, using some of my client stuff, it’s like, I can just, like, here’s another service I can offer you that I couldn’t offer you a year you know, last year or two years ago. Right. More time, yes. I can get my work done faster. So I definitely have more time to spend with other people, with my family, with my friends, or whatever. But I would say though that sometimes that ends up turning into, like, well, now I’ve got more time to create more stuff. So so you start to feel that empty space with with more stuff to do. So and I don’t know. I think that’s just a product of, like, being a solopreneur and just being geeky about this stuff like I am. But definitely, in money wise, yeah, I mean, I’m able to I have more output, especially with my redefining retirement newsletter because now it’s like, I can put out more content. I can, start to monetize that content in different ways. You know, there’s five, six different ways you can monetize stuff, you know, affiliate income, all all this stuff that you can that I can do now because I have more output on that particular, platform. So those are just kind of, like, some surface level kind of stuff, but, you know, it’s it’s incalculable, I think, when you really start to think about it. You know, like, actually how much time it saves. And so yeah. Yeah. It’s asking it’s like asking somebody that went from riding a horse to work every day, you know, to driving a, you know, Ferrari. You know what I’m saying? It’s just like, well yeah. You know, he after you start riding in the Ferrari, it’s like, oh, yeah. It it did take me a day to get to work instead of, like, two minutes. So I don’t know. I don’t know if that’s even a good analogy. But **Joe Casabona:** No. No. It makes sense. Right? It’s like, you know, I often think about how horrible, you know, if I think about, like, the medical advancements we’ve made in the last fifty to a hundred years, and I’m like, man, how terrible would it have been living in the eighteen hundreds? And I’m like, it you wouldn’t know. **Corey Koehler:** Yeah. **Joe Casabona:** Right? Like, oh, leeches are the way to treat yourself. Right? Like, you wouldn’t know any better. So… **Corey Koehler:** Yeah. That I guess it is hard to, like, quantify that without seeing the results. I think that’s really interesting. Just even Internet and social media, it’s like, you know, I’m a Gen Xer. That’s why I have my blog about, you know, talking to other Gen Xers because we’re we’re, like, the last generation to understand, like, for lack of a better word, the analog world. Right? We didn’t have I didn’t have the Internet until, like, I was in my late twenties, early thirties. And that’s, like, that’s early Internet. You know what I mean? Like, dial up, like, you know, like, that kind of thing. And now the fact that I have, like, you know, thousands of computers on my phone. I mean, it’s just like it it’s it just blows your mind, but it was not like that. It’s just Yeah. So so, yeah, it’s hard to it’s hard to really wrap your head around it. And and this has just taken us into another into another stratosphere, you know? Just the Internet alone was, like, you know, society changing. This is it’s not even gonna be comparable. So, anyway, I’m I can ramble all day, and I know you I know we’re over time. So **Joe Casabona:** Yeah. Well, I mean, I appreciate this. Thank you. I think, like, I think that the listeners probably have a lot of ideas. I know that, like, you’ve what you’ve talked about here has or will, I guess, improve my approach to how I create projects because my prompts are generally pretty sparse anyway. I’m I’m told that, like, you need to be very specific and clear, and I don’t think I am that yet. And so I’m really excited to implement some of what you talked about here. If people wanna learn more about you, where can they find you? **Corey Koehler:** I would say the easiest two of the easy you can check me on LinkedIn. Corey Kaylor is my name. It’s, you you’ll see it in the show notes. It’s not easy to spell. It doesn’t look like Kaylor. It looks like Kohler, actually. That would be one place. I am on Twitter, but I don’t talk about that one a whole lot. I’m there once in a while. But I would also just check out, redefiningretirement.io. Once you go there, you’re gonna be directed in different you know, you you’ll be able to figure out anything else about me. And I did, by the way I don’t know if you were gonna mention this or not, but I I gave, like, I made, like, a little handout for everybody that was listening to the show. And it’s just basically, like, my content stack for my blog letter. You know, it just gives you, like, some of the tools that I mentioned today, and just a few pointers here and there so you guys can get that. And I won’t tell you what the URL is because it’s not perfect. So, you know, Joe’s gonna put it in the in the show notes. **Joe Casabona:** So I’ll put it in the show notes. We’ll I’ll also set up a redirect. So it’ll be streamlined.fm/corey, c 0 r e y. Streamlined F m / corey. But it’ll be in all the places where you’re listening to this in the description, in the show notes, and stuff like that. Yep. So Corey Kaylor, thank you so much for joining us today and for spending some time with us. I really appreciate it. **Corey Koehler:** Hey. Thank you for having me on. I love doing podcasts anytime. So, and you’re so easy to talk to. We learned that in our first intro because like you said, you are almost exactly ten years behind me, like, with the kids and the business, and it was just like so it was like, oh, okay. **Joe Casabona:** And thank you, Elizabeth, for talking about your howl. **Corey Koehler:** Yeah. Yeah. Shout out to her. She figured this whole thing out. So **Joe Casabona:** Yeah. Awesome. If she has, like, PodScan or something, this will show up in her alerts now because we’ve mentioned her. So Nice. Thanks, Elizabeth. Thank you, Corey, and thank you to everyone listening. Until next time. I hope you find some space in your week. ### Share: Share on X (Twitter) Share on Facebook Share on Pinterest Share on LinkedIn Share on Email

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